Applying marketplace data to deliver real-world solutions

FA Insight is both a consulting and a research firm. We offer our clients solutions based on two key strengths:

A deep knowledge of financial services firms and their business environment.
The unique marketplace data we regularly collect, analyze, and synthesize with observations from our consulting work.

The industry’s leading firms depend on us for valuable, reliable benchmarking information and advice on how to address key management issues.

What's New

Coming Soon—Your Chance to Participate!
FA Insight, in collaboration with media partner Investment Advisor, invites you to participate in our fourth annual study, The 2012 FA Insight Study of Advisory Firms: Growth by Design. Fielding will begin Feb. 6, 2012. Watch this space for further information on Growth by Design!

Now available!
The 2011 FA Insight Study of Advisory Firms: People and Pay is now available for purchase! Please click the link above to learn more about our third annual industry study which has a special focus on human capital.

Check out other research developed by FA Insight.
For the third consecutive year FA Insight partners with Financial Services Institute to produce the annual FSI Broker-Dealer Financial Performance and Compensation Study. The Study provides analysis and detailed benchmarking data on the independent broker-dealer community.

Read about us in the news.
Bob Clark examines the findings from The 2011 FA Insight Study of Advisory Firms: People and Pay in the latest issue of Investment Advisor.