We invest real time (and tolerate more than a few needle sticks) to understand our health. Benchmarking your firm works the same way: the goal isn’t just the numbers; it’s the perspective that helps you act on them.
Because a 33% margin looks like a win, until you learn your peers averaged 47%.
Ready to see how your firm really measures up? Participate in the True Ensemble™ Data Insights 2026 survey now through Friday, April 10.
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.
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.
During the start of 2024, advisory firms are experiencing positive growth in assets under management (AUM), client relationships and staff size.
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.
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.
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.
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.
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.
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.
