Wealth Management Industry Research
Wealth Management IQ is dedicated to producing educational and informative research for financial professionals - providing the information to empower them with unparalleled access, intelligence and understanding of the wealth management market.
Client Cash: Mapping an Underexplored Opportunity
This report reveals a growing awareness of cash's significance and potential opportunities in cash management.
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The New World of RIA Firm M&A: A 2023 RIA Edge Study
This report explores 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
This report takes a close look at providing the tools financial advisors need to attract and retain clients.
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The 2023 WealthStack Study
This report dives into how technology is driving the growth of wealth management firms.
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Real Estate Investing: Tapping the Untapped Demand for Advice
This report examines the untapped potential of real estate investment advice in revolutionizing financial advisory practices.
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Expanding Horizons
This report looks at how client demand and the quest for scale are driving convergence of wealth management and retirement planning.
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The 2023 RIA Edge Study: The Drivers of Growth & Success
This report showcases how advisor investment decisions are changing—and are likely to evolve—given current market and economic conditions.
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Managing Risk in an Uncertain Market
This report showcases how advisor investment decisions are changing—and are likely to evolve—given current market and economic conditions.
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Cracking the Code: The Secrets to Turning High-Net-Worth DIY Investors into Clients
This report examines the latest attitudes among advisors with closed-end funds – and their experience with these investment products.
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Financial Advisors Turn Focus to Income Assets
This report showcases how advisor investment decisions are changing—and are likely to evolve—given current market and economic conditions.
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Seizing New Opportunities in Income Investing and Closed-End Funds
This report examines the latest attitudes among advisors with closed-end funds – and their experience with these investment products.
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More Than a Plan: Understanding the Succession "Journey"
This report provides valuable insights on navigating the complexities of succession planning.
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Retirement Income and Risk Planning 2023: Looking Beyond Today
This report showcases valuable insights into retirement income planning and risk management strategies in the face of market volatility and inflation concerns.
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Integrated Technology Solutions That Drive Efficiency and Profitability
Gain insight into harnessing integrated technology solutions that streamline back-office operations, deliver personalized insights and attract and retain clients.
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New Research Details Shift In Attitudes Toward Alternative Investments
Learn more about advisor preferences and motivations toward alternative investments and their experience with the diverse asset class.
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Rethinking Expectations for HNW Investors
How advisors can show their value and win the ultra wealthy.
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Wealth Managers and RPA Advisors
Why convergence is coming and what it means.
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The Wild Cards of Retirement
Addressing the retirement worries of clients and prospects.
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The 2023 Wealth Management M&A Outlook
A data-driven analysis of M&A and valuation trends re-shaping the wealth management market.
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The 2022 WealthStack Survey
How wealth managers are using technology.
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The 2022 Study of Best Practices for Financial Advisor Marketing
The latest Wealth Management IQ Best Practices Research Study establishes benchmarks for which channels and practices firms are currently using to market themselves to potential clients.
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WMIQ Study: Next: The Wealth Management Firm of the Future
V1: The Wealth Management Firm of the Future
V2: The War for Talent in Wealth Management
v3: Structuring Compensation and Benefits for Growth and Retention
v4: Organizational Strategies to Power Future Growth
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WMIQ Study: Next-Gen and Established Advisors Report
This study uncovers several key differences in both approach and value proposition between Next-Gen Advisors and Established Advisors
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The Race to Scalability 2022
This study examines where and how advisors are finding efficiencies to better scale and grow their businesses, enabling them to create a better client experience.
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Retirement Income Planning in a World of Greater Risk
This report explores takeaways that can help make an advisor’s retirement planning efforts more productive.
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The RIA Edge Study
Chapter 1: Drivers of RIA growth and value. Download the Report, Webinar, Podcast
Chapter 2: The Pulse of Organic Growth. Download the Report
Chapter 3: Current M&A Activity. Download the Report, Podcast
Chapter 4: Staffing at Wealth Management Firms. Download the Report, Webinar