Financial Performance

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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 2013 and 2012, including number of clients and assets under management, key income statement line items, and advisor compensation.

Section 5: Financial Performance: Key Takeaways

  • Nov 20, 2014
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2014 RIA Trend Report Table of Contents
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Section 1: Practice Management and Operations
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Section 2: Economic & Advisor Business Outlook
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Section 3: Alternative Investments
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Section 4: Marketing & Client Relations: Practice Management Trends
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Section 5: Financial Performance
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Section 6: Exchange Traded Funds
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Section 7: Investment Management
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Section 8: Best Practices of Top RIAs

 

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