FA Insight

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  8 Practice Areas Where Advisors Can Save Big With Tech

  By John Sullivan, AdvisorOne  |  May 9, 2013

  Between 40% and 45% of revenue goes to overhead—a number that isn't changing with growth, but could with some help from technology.

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  Growth and Austerity

  By Mark Tibergien  |  May 22, 2012

  The economic story unfolding in Europe raises questions for all business leaders.

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  The Hartford Breakup: What It Means for Woodbury Reps

  By John Sullivan, AdvisorOne  |  March 22, 2012

  “It’s part of a trend of large insurance companies parting ways with their broker-dealers,” a research director with FA Insight said.

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  The Mixed State of the Advisor Market

  By Melanie Waddell, AdvisorOne  |  October 1, 2011

  Recent snapshots of the advisory industry’s mergers and acquisition activity, along with new data on the growth and decline in advisory channels, show that as wirehouse advisors are slowly shrinking, the business model of choice has become being dually registered advisors.

• Advisory M&A Activity Drops in Q2, Even as Deals Get Bigger

  By Melanie Waddell, AdvisorOne  |  August 24, 2011

  While M&A activity in the advisory industry fell slightly in Q2, the deals were larger and total assets exchanged increased to $8.5 billion from $6 billion in the first quarter, according to Pershing Advisor Solutions “Real Deals Quarterly Update,” produced in partnership with FA Insight.

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  Endangered Supply

  By Eliza DePardo, Dan Inveen  |  August 24, 2011

  Recovery continues for financial advisory firms.

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  Define & Conquer—Marketing Strategically to Achieve Growth

  By Eliza DePardo, Dan Inveen  |  July 28, 2011

  In 2010, research and consulting firm FA Insight released The 2010 FA Insight Study of Advisory Firms: Growth by Design, exploring two fundamental leading indicators of firm growth: operations and marketing.

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  Growth by Design: How Marketing and Operations Shape Firm Growth—Slideshow

  By Eliza DePardo, Dan Inveen  |  July 27, 2011

  FA Insight and Investment Advisor co-sponsored this series of articles to highlight the importance of marketing and operations to a growing firm.

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  Beyond the Owner: Advisory Firm Paths to Success

  By Philip Palaveev, Fusion Advisor Network  |  June 1, 2011

  Large financial advisory firms are more profitable, grow faster and have higher equity value per dollar of profit.

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  Pershing Study Forecasts Shortage of BD Reps

  By James J. Green, AdvisorOne  |  February 15, 2011

  FA Insight research finds demand for advice may outstrip supply of BD reps; says recruiting must "evolve" to include retention and development of reps for BDs to survive