AdvisorBenchmarking is the research arm of WealthManagement.com that measures advisor sentiment on the business outlook, and helps advisors get a better understanding of how successful peers are managing their business. There are two components to the AdvisorBenchmarking program: The monthly Advisor Confidence Index (ACI) and the annual AdvisorBenchmarking Study.
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 (RIA) 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.
The Annual AdvisorBenchmarking Study
For more than 13 years, the annual AdvisorBenchmarking Study has provided RIAs with information designed to help advisors better manage and grow their businesses—from marketing and client relations to business policies and investment style. This eagerly anticipated annual research surveys advisors on a host of business management and investment management practices and offers insights into the best practices of the most successful financial advisors.