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

Thank you for participating in People and Pay!
The 2013 FA Insight Study of Advisory Firms: People and Pay fielding is now closed. Click here to learn more about our fifth annual industry survey.

Now available.
The FA Insight Study of Advisory Firms: People and Pay Compensation Update for 2012 is now available for purchase. The report contains the most current benchmarking data available and is a vital tool to support advisory firm leaders with setting 2013 compensation levels. Click here to purchase and download your electronic copy of the report.

Check out other research developed by FA Insight.
Advisor of the Future II: Building a Business to Last, a new Pershing whitepaper written by FA Insight that provides guidance around new challenges and opportunities that advisors are likely to encounter over the next few years.

Read about us in the news.
Dan Inveen covers the challenges of fees among RIAs in “Dual Focus”, an article published in the latest edition of Financial Advisor Magazine.