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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.  

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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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Tech-Solutions-WealthManagement.PNGIntegrated 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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WMIQ_Alts-a growth opp..PNGNew 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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WMIQ_Envestnet_Report Cover.pngRethinking Expectations for HNW Investors

How advisors can show their value and win the ultra wealthy.

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MMA_Retirement-Convergence2022.JPGWealth Managers and RPA Advisors

Why convergence is coming and what it means.

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Midland_Retirement-wild-cards.JPGThe Wild Cards of Retirement

Addressing the retirement worries of clients and prospects.

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Wealth Management Mergers and Acquisitions Outlook 2023The 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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RBC-Cover-Next-Gen.jpgWMIQ 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.jpgThe 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 ReportWebinar, 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