FSI Benchmarking Survey Shows Member Firms Sustaining Success while Riding Waves in Headwinds

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WASHINGTON, D.C. [September 2, 2015] – Results of the FSI 2015 Financial Performance Benchmarking Survey conducted by the Financial Services Institute (FSI) in partnership with independent consulting firm Strategy & Resources LLC, indicate that independent financial advisory firms are achieving sustainable growth through innovation and effective execution.

 

“We see significant interest in downside protection strategies among advisors, particularly for those serving the emerging affluent client segment,” said Matt Lynch, Managing Partner of Strategy & Resources LLC. “More broadly, we observe increased interest in liquid alternatives coming down market where advisors working with mass affluent and middle market clients are seeking solutions for this asset class.”

 

Read full Press Release: Strategy & Resources_FSI_Survey Results_9-2-15_final.pdf

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