Financial Performance


In this chapter, we present key findings and insights from our survey questions on financial performance, to which advisors responded with metrics for the years ending 2014 and 2013, including the number of clients and assets under management, key income statement line items, and advisor compensation.

RIA Trend Report 2016: Financial Performance: Key Takeaways

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RIA Trend Report Table of Contents
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Chapter 1: Exchange Traded Funds
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Chapter 2: Economic Outlook
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Chapter 3: Financial Performance
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Chapter 4: Practice Management
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Chapter 5: Practice Management & Operations
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