AdvisorBenchmarking is a research practice wholly owned by WealthManagement.com and focused on providing insights on financial advisor best practices and sentiment to the community of advisors and the industries that serve them.
In addition to the RIA Trend Report, which has been published since 1999, AdvisorBenchmarking will also launch an annual all-channel report that explores the same range of issues across all advisor channels (i.e. RIA, IBD, wirehouse/national, regional, bank brokerage and insurance). The inaugural version of that report is expected in October 2013, and will include responses from over 2,700 advisors, making it among the largest studies of its kind.
AdvisorBenchmarking also produces custom research as well as the Advisor Confidence Index (ACI).
The Annual AdvisorBenchmarking RIA Trend Report
For over a decade the annual AdvisorBenchmarking RIA Trend Report has provided registered investment advisors with data and insights to help them better manage and grow their practices, and helped the firms who serve them deepen their understanding of this increasingly important advisor market segment.
Advisor Confidence Index (ACI)
WealthManagement.com's Advisor Confidence Index (ACI) is a monthly benchmark with an eight-year history that gauges registered investment advisor views on the U. S economy and the stock market. ACI data is compiled from a survey of 100+ panel members that work at leading RIA firms who are prequalified for their industry experience and assets under management. The ACI is released monthly to the press and is often quoted as a sentiment of advisor confidence.