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FSI Financial Performance and Compensation Study

Financial Services Institute / FSI Financial Performance and Compensation Study

FSI Financial Performance and Compensation Study

An important and valuable benefit of FSI firm membership is the opportunity to participate in the FSI Financial Performance and Compensation Study.

The Study provides detailed benchmarking data of independent financial services firms. It has two components — one analyzing the financial performance of broker-dealer/RIA firms and the other addressing the compensation of their home office personnel.

How to Participate

The 2018 survey will be distributed shortly. If you would like to be added to the distribution list please contact Richard Hoffmann, Manager of Research. The 2017 FSI Financial Performance and Compensation is now available purchase. See How to Purchase for details.

Participant Benefits

In addition to receiving the Study results, each participating firm will also receive an individual company evaluation, comparing your firm’s data to an average or median for each question. Only FSI member firms are eligible to participate in the survey or receive a copy of the Study.

How to Purchase

FSI firm members who did not participate in the 2017 Study may purchase the 2017 FSI Financial Performance and Compensation Study at a price of $5,000. Click here to order.

Watch this Video About the Studies!

Who to Contact

Financial Services Institute
1201 Pennsylvania Ave. NW
Suite 700
Washington, D.C. 20004

Richard.Hoffmann@financialservices.org
Phone: (202) 640-4242
Fax: (202) 350-4008