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 opportunity to participate in this survey is an important and valuable benefit of FSI Firm Membership and we encourage you to participate. A designated representative within your organization will receive a link to this year’s surveys. If your firm has not received a link to the survey by March 10, 2016, or if you have any questions about the surveys, please contact Kathryn Anderson, Director of Corporate Relations.

Surveys must be completed and returned by Tuesday, April 15, 2016.

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 $2,000 for any one report, or $3,500 for both.