Research Studies" data-autoslider="0">
Research Studies

Research Studies

Research Studies Available for Purchase

We collect lots of data, but it’s what we do with it that counts. FA Insight conducts proprietary research across the financial services industry, enabling us to stay ahead of market trends and offer you the chance to gain a broader perspective on your business, determine areas that need improvement, and gain new ideas that help you make progress.

The FA Insight Study of Advisory Firms is produced annually, this report gives advisory firm owners critical data for benchmarking their firm’s performance against peers. In addition, the report offers consultative prescriptions for success.

TD Ameritrade Institutional clients are invited to visit the Education Center Page page for additional FA Insight resources available on a complimentary or discounted basis.

Coming Soon: The 2017 FA Insight Study of Advisory Firms: People and Pay

The 2017 FA Insight Study of Advisory Firms: People and Pay aims to provide meaningful insight that can be applicable for any advisor interested in pursuing better business performance. FA Insight’s ninth annual industry study intends to provide best practices for organizing, motivating, developing, and retaining people including detailed information on staffing and compensatio

Coming Soon: The 2017 FA Insight Study of Advisory Firms: People and Pay

The 2017 FA Insight Study of Advisory Firms: People and Pay aims to provide meaningful insight that can be applicable for any advisor interested in pursuing better business performance. FA Insight’s ninth annual industry study intends to provide best practices for organizing, motivating, developing, and retaining people including detailed information on staffing and compensatio

Mergers & Acquisition in the RIA Industry: Overcoming the Big Disconnect (Whitepaper)

TFor well over a decade now, the independent financial advisory industry has been abuzz with discussion about a pending merger and acquisition boom. Industry maturation, competitive pressures and aging founders were to be the catalysts behind a looming wave of transactions. After a few false starts this trend appears to have finally taken hold.

For complimentary access to the this white paper, click here.

The 2016 FA Insight Study of Advisory Firms: People and Pay

The 2016 FA Insight Study of Advisory Firms: Growth by Design aims to guide the many firm owners who struggle with growth, whether it is in terms of how to achieve it, how to manage it, or how to sustain it. Sponsored by TD Ameritrade Institutional, FA Insight’s sixth annual study of advisory firms explores how growing well, or growth by design, produces managed sustainable growth that minimizes stress on a firm’s infrastructure and builds lasting enterprise value.

For excerpts and a more detailed overview of the study, click here.

The 2015 FA Insight Study of Advisory Firms: People and Pay

The 2015 FA Insight Study of Advisory Firms: People and Pay promises meaningful insight that is applicable for any advisor interested in better business performance. FA Insight’s seventh annual industry study focuses special attention on how firms position their people and utilize incentive pay in order best facilitate and accommodate growth.

For excerpts and a more detailed overview of the study, click here.

FA Insight is a product of TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. FA Insight is a trademark owned by TD Ameritrade IP Company, Inc.

© TD Ameritrade IP Company, Inc. All rights reserved. Used with permission.

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