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A rundown of the key findings and overall themes of InvestmentNews' flagship adviser technology benchmarking study, addressing the driving factors behind how and why firms invest in technology, the factors they weigh the closest in making those key decisions, and the strategies they implement to better their firms.
InvestmentNews Research collected firm-level data from over 300 independent advisory firms in December 2014 - January 2014. Firms submitted truncated P&L data, including measures of operating expenses, profits, revenue, assets, client and staff. "Top Performers", or the most profitable and productive firms, and "Innovators", the firms who utilized the most technology at their firms, were identified as cohorts used to benchmark the industry.