• 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 2016 survey is now closed.  If you participated in the survey and have not yet received your study, please reach out to Kathryn Anderson, Director of Corporate Relations.

    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.