RIA Trend Report 2016: Advisor Compensation
Sponsored by AXA Financial Performance Our survey showed that the largest cohort in the income distribution is the $100,000-$249,000 range.read more
View ArticleRIA Trend Report 2016: Net Profits and Profit Margins
Sponsored by AXA Financial Performance The net profit margin has rebounded to near historical highs.read more
View ArticleRIA Trend Report 2016: Expenses
Sponsored by AXA Financial Performance RIA respondents report median expense growth for their practices of only 4% in 2014.read more
View ArticleRIA Trend Report 2016: Revenues
Sponsored by AXA Financial Performance The average advisory practice revenue reached $387 thousand in 2014, an increase of over 12% year-over-year. read more
View ArticleRIA Trend Report 2016: Assets Under Management
Sponsored by AXA Financial Performance When we segregate assets under management into ranges, we observe an upward movement from the lowest range to the next two tiers.read more
View ArticleRIA Trend Report 2016: Financial Summary
Sponsored by AXA Financial Performance In light of another solid year in the U.S. equity market, it comes as no surprise that 2014 was a very good year for advisory practice financial performance....
View ArticleFinancial Performance Download
Sponsored by AXA Financial Performance Register below to download a full PDF version of Financial Performance.read more
View ArticleRIA Trend Report 2016: Financial Performance: Key Takeaways
In this chapter we present key findings and insights from our survey questions on financial performance, to which advisors responded with metrics for the years ending 2014 and 2013,read more
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