The best advisory firms recognize that they service three constituencies—their clients, their owner and their team. All three interact and influence each other. A good team with strong motivation is likely to produce superior client outcomes.
True Ensemble™ Data Insights 2024 Conducted by BlackRock and The Ensemble Practice
We are excited to launch today an innovative performance, growth, and compensation benchmarking study for advisory firms: True Ensemble™ Data Insights 2024 Conducted by BlackRock® and The Ensemble Practice.
PULSE OF THE INDUSTRY: GROWTH IS THE WORD
During the start of 2024, advisory firms are experiencing positive growth in assets under management (AUM), client relationships and staff size.
PULSE OF THE INDUSTRY: FOCUS ON FUNDAMENTALS
The results of Ensemble’s Pulse of the Industry 2023: Mid-Year Survey are in and the message from participating firms is it’s time to focus on fundamentals.
PULSE OF THE INDUSTRY: START OF THE YEAR 2023
In this latest edition of Pulse, we surveyed the G2 Leadership Institute community of firms on where they currently stand at the start of 2023. Read the key takeaways and register for a full copy of the report.
Ensemble’s Latest Industry Research Spotlighted by Bob Veres
Bob Veres digs into our latest Consumer Report and Pulse of the Industry benchmarking survey to unpack how the data speaks to the challenges facing financial advisors as the industry emerges from the pandemic.
Pulse of the Industry: Start of 2022
In this latest edition of Pulse, we surveyed the G2 Leadership Institute community of firms on where they currently stand at the start of 2022. Read the key takeaways and register for a full copy of the report.
Pulse of the Industry: 2021 Midyear Survey
As we begin to return to a sense of normalcy in the wake of COVID-19, we surveyed the G2 Leadership Institute community of firms on where they currently stand halfway through the year. The results are in, and we invite you to download the full Pulse of the Industry: 2021 Midyear Survey.
Pulse of the Industry: Start of 2021
Understanding how the industry has been impacted by COVID-19 and the accompanying dramatic shifts in behavior, politics and society that we have seen in its wake is crucial as we continue to build our plans for 2021. Toward this effort, we invite you to explore the results of our most recent Pulse of the Industry survey.
Pulse of the Industry: 2020 Midyear Study
We surveyed the G2 Leadership Institute community of firms on where they currently stand halfway through 2020. Check out the key takeaways from our latest report on the Pulse of the Industry.