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The InvestmentNews Adviser Research Dashboard is a competitive intelligence and benchmarking tool for financial advisers who are looking to effectively manage – and grow – their businesses. Access to the dashboard will allow you to make informed decisions about compensation, staffing, and your firm's overall financial performance. Watch this brief video for a tour and overview of the InvestmentNews Adviser Research Dashboard's capabilities and learn more about the wide range of subscriber benefits.
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The industry's only research report that details how independent advisory firms are adding assets, generating revenue – and ultimately boosting their bottom line.
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This exclusive study is a technology blueprint for advisers, providing benchmarks and action steps to help advisers drive profitability, efficiency and growth.
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Find out how firms are successfully transitioning ownership with key strategies, financing and valuation options, current succession trends and more.
