Surveys

2008 Financial Performance Study of Advisory Firms

This study, sponsored by Genworth Financial Wealth Management, is the industry’s most comprehensive analysis of independent financial advisory firms.

More than 700 firms shared data with Moss Adams, resulting in multiple perspectives on the business.

Study coverage includes:

Review of current industry health, featuring trends in income, clients and assets under management.
Solutions for advisory firms at every level for meeting the business challenges specific to their development stage.
Detailed aggregate data for benchmarking firm financial and operating performance
Special focus on issues related to firm ownership, with prescriptions for what firms can do to build transferable value and thereby create succession options for founding owners.

Download the study’s table of contents and executive summary for more information.

For questions about participating in or purchasing future research studies aimed at advisors, please contact Kristen Hensley at InvestmentNews at 212-210-0451 or send her an e-mail.

Three purchase options available:

Purchase just the 2008 study for $250
Purchase the 2008 study and the 2007 Compensation and Staffing Study of Advisory Firms, plus receive the 2006 Financial Performance Study of Advisory Firms, for only $300
Purchase just the 2007 study for $95

Place your online order

About Genworth Financial Wealth Management, Inc.

Genworth Financial Wealth Management, Inc.* is an investment management and consulting firm dedicated to helping advisors build great businesses, and represents the merger of two Genworth Financial subsidiaries, AssetMark Investment Services, Inc. and Genworth Financial Asset Management, Inc.

Genworth Financial Wealth Management provides one of the most comprehensive fee-based investment management platforms in the industry, as well as client relationship management tools and practice management programs.

With over 4,000 advisor relationships and $20 billion in assets, Genworth Financial Wealth Management has considerable experience working with independent advisors. The firm understands how advisors do business and is committed to helping them achieve even greater success. For more information, visit www.GenworthWealth.com.

*A Genworth Financial company