Research / WMIQ

The latest in Financial Advisor research and tools that can help your practice. WMIQ provides unparalleled access, intelligence and understanding of the wealth management market.

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The New World of RIA Firm M&A: A 2023 RIA Edge Study

Apr 12, 2024

Explore the 2023 RIA Edge Study to gain a comprehensive understanding of the changing environment, emerging opportunities, and strategic considerations in the realm of RIA firms.

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Empowering Financial Advisors: Strategies and Insights for Providing Effective Value-Add Programs and Enhancing Client Engagement

Feb 27, 2024

A close look at providing the tools financial advisors need to attract and retain clients.

The 2023 WealthStack Study

Oct 30, 2023

How technology is driving the growth of wealth management firms.

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Real Estate Investing: Tapping the Untapped Demand for Advice

Oct 24, 2023

Discover the untapped potential of real estate investment advice in revolutionizing financial advisory practices.

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Managing Risk in an Uncertain Market

Oct 11, 2023

Wealth managers look for opportunities in an evolving risk environment.

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The 2023 RIA Edge Study: The Drivers of Growth & Success

Feb 27, 2024

Unlock the secrets to success in the ever-evolving world of wealth management with the 2023 RIA Edge Study.

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Expanding Horizons: Driving Convergence of Wealth Management and Retirement Planning

Feb 27, 2024

Advisors look toward holistic client-focused strategies with converging retirement planning and wealth management.

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Alternative Investments Are an Increasingly Popular Tool in Client Portfolios

Sep 05, 2023

Greater education around alternatives and the need for diversified assets have boosted use — and there is still room to grow.

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Seizing New Opportunities in Income Investing and Closed-End Funds

Aug 11, 2023

This report examines the latest attitudes among advisors with closed-end funds – and their experience with these investment products.

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New Research Details Shift In Attitudes Toward Alternative Investments

Jul 31, 2023

According to the latest WealthManagement IQ research, the disappointing performance of equity and fixed-income investments in 2022 only served to heighten advisors’ interest in alts.