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FSI Financial Performance and Compensation Study

Financial Services Institute / FSI Financial Performance and Compensation Study
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    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 2017 survey will be distributed shortly.  If you would like to be added to the distribution list please contact Richard Hoffmann, Manager of Research.

    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 Study may purchase the Study at a price of $5,000.