Wealth Management Industry Research Reports
Wealth Management IQ is a truly unique combination of deep research and analytical capabilities. Our research team and industry experts and analysts provide unparalleled knowledge of the financial advice industry - combined with user data of an audience network of over 400k wealth management professionals. Our purpose is to educate and inform financial advisors — we specialize in providing intelligence, insights and analysis to help advisors and wealth management professionals better understand the wealth management market and guide strategic business decisions.
Succession Planning Report
This Enhanced WMIQ Study contains exclusive data that will allow you to benchmark your succession plan, strategy, and business against a peer group of advisors at similar firms. Specifically, this Enhanced Study will include the full data set from the Q2 2023 Succession Planning Study's 457 responses, broken out by:
- Firm Size (AUM/AUA)
- Firm Type
- Average Client Size
- Years to Retirement
- Successors Identified
Purchasers are able to segment the data at their discretion, but agree not to change the raw data in any way.
Understanding Alternative Investments
The disappointing performance of equity and fixed-income investments in 2022 only served to heighten advisors’ and investors’ longstanding interest in alternative investments. How well do advisors understand the alternatives and the growth potential for their clients?
This WMIQ report presents the key findings of the Research Study: Advisors and Alternative Investments: A Growth Opportunity, discusses its implications, and offers valuable insights into the information and tools that advisors need to provide more informed recommendations to clients regarding alternatives.
- Your firms’ investment strategy
- Your advisors’ knowledge of the wide array of alternative investments,
- Your clients’ usage of alternative products - against a peer group of advisors at similar firms.
How well do you understand what alternative investments are and what they may accomplish for your clients? Purchase this Enhanced WMIQ Report to get the answers.
*Purchasers are able to segment the data at their discretion, but agree not to change the raw data in any way.
