What’s Top of Mind for Advisory Firms?

InvestmentNews and BNY Mellon Pershing’s 2020 Adviser Benchmarking Studies

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For nearly three decades, BNY Mellon | Pershing has been proud to sponsor InvestmentNews’ annual Adviser Benchmarking Studies. This year, we continue to share key findings on the two hottest topics for advisory firms – pricing and profitability, and compensation and staffing.

These studies deliver a long-running analysis of strategies and best practices related to pricing, staffing, development and rewards for advisory professionals, and continues to help shape the practice management approaches that are evolving the wealth and advisory space.

2020 Highlights include:

  • Key characteristics of top independent advisory firms - across Solo, Ensemble, Enterprise Ensemble and Super Ensembles
  • Representation of a cross-section of the industry in terms of size and geography
  • Overview of major industry trends and best practices - including median revenue, growth, productivity, incentive compensation for staff and professionals, training and development, and career tracks