Surveys
2009 Moss Adams/InvestmentNews
Adviser Compensation and Staffing Study
Moss Adams has conducted an annual study on the best management practices of independent financial advisory firms since 1992, focusing every other year on compensation and staffing in these firms. This year, with the survey sponsored by Pershing LLC, Moss Adams and InvestmentNews continue this legacy in conjunction with Best Practices Research, a third-party research and analytics firm.
The full report is now available.
- All participants will receive a free copy of the report, which retails for $250, and free access to the Web cast of study highlights.
- To purchase the report, visit InvestmentNews.
This annual study has a reputation within the industry as the longest-running, most comprehensive, and most applicable effort of its kind. The study strives to provide complete and authoritative data and guidance on the factors that separate the most successful firms from the rest of the industry.
InvestmentNews has been delivering news and analysis essential to the business of financial advisers since 1998. They combine comprehensive news with accurate, independent reporting on the entire financial services industry, providing financial advisers with insight into the market unavailable in any other publication.
In addition to news, InvestmentNews organizes dozens of webcasts, roundtables, and conferences throughout the year, bringing together financial advisers with key industry experts.
The InvestmentNews main office is located in New York, with offices in Boston, Irvine, Chicago, Detroit, Philadelphia, San Francisco, and Washington, D.C. InvestmentNews is published by Crain Communications Inc.
Best Practice Research identifies strategies and tactics that help financial advisors, broker-dealers, and clearing firms achieve higher growth rates and profitability.
Through research, competitive analysis, client segmentation and data modeling, they discover and document the qualities that allow individual financial advisors and their firms to outperform their peers and to develop a compelling advice model.
Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation, is a leading global provider of financial business solutions to financial organizations and independent registered investment advisors. They are committed to providing dependable operational support, robust trading services, flexible technology, an expansive array of investment solutions, practice management programs, and service excellence.
