An important and valuable benefit of FSI Firm membership is the opportunity to participate in the FSI Independent Financial Services Firms Financial Performance and Compensation Study.
The Study provides detailed benchmarking data of the independent financial services community. It is issued in two separate reports — one analyzing the financial performance of the firms and the other addressing the compensation of home office personnel.
FSI Broker-Dealer members are encouraged to participate in both parts of the Study. The results are presented in the aggregate, with no identifying firm information, so participants may rest assured that their data will remain confidential.
Only FSI Broker-Dealer member firms are eligible to participate in the survey or receive a copy of the Study. It is not available for purchase to anyone else. The survey is now open. A representative from your firm should have received a copy of the survey. If your firm would like to participate in the survey, and has not yet received a copy, please contact Kathryn Anderson, Director of Corporate Relations. Surveys are due back to FSI by April 30, 2015.
Study participants will receive a complimentary copy of the report(s) for which they submit survey data. Complimentary Study Reports will be distributed to all participants in August.
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.