The 2013 Fidelity RIA Benchmarking Study Reveals Smart Technology Adoption Contributing to High-Performing Firms’ Success
Fidelity Institutional Wealth Services®i, a leading custodian for registered investment advisor (RIA) firms, today released findings from The 2013 Fidelity RIA Benchmarking Studyii, which found “High-Performing Firmsiii” are seeing 1.5x the growth, 1.3x the profitability and 1.5x the productivity of “All Other Eligible Firmsiv.” The study explored the factors contributing to High-Performing Firms’ success, and found that while focusing on a range of areas was important, these firms also have in common a focus on smart technology adoption.
