Research
Research library
Research worth an advisor's time from research firms, asset managers, regulators, central banks, academics and think tanks, each with a short summary in our own words, plus AdvisorIQ's own analysis.
As of Oct 8, 2026, the library lists 6 pieces from industry associations on practice management.
Titles marked with an arrow open on the publisher's site. How we choose.
Practice management
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Survey: AI Dominates Compliance Priorities at Historic Margin as Firms Move from Awareness to Action (opens investmentadviser.org)
The 2026 compliance testing survey of 411 adviser firms finds 85% name AI the top compliance topic and 80% have formally adopted AI tools. Fewer have the controls to match: 48% have a human-review policy and 30% address third-party AI use, and the survey also benchmarks compliance staffing and budgets.
Topic: Practice managementinvestmentadviser.org
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Study: Financial Planner Compensation Outpaces Inflation for Third Consecutive Year (opens cfp.net)
CFP Board's annual pay survey of 1,624 planners puts median 2025 total compensation at $195,000, up 15% from 2024. It reports CFP professionals earn 11% more than other planners after controlling for experience and firm size, and that nine in 10 plan to stay with their employer for the next two years.
Topic: Practice managementcfp.net
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Investment Adviser Industry Snapshot 2026 (opens investmentadviser.org)
An annual statistical portrait of SEC-registered advisers drawn from Form ADV filings. The 2026 edition counts 16,544 advisers managing $176.8 trillion for 73.7 million clients, finds 92.8% of firms employ 100 or fewer people, and shows individual clients using advisers for asset management more than doubling over eight years.
Topic: Practice managementinvestmentadviser.org
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Gen Z and Millennial High-Net-Worth Investors Are Reshaping Wealth Advice (opens cfainstitute.org)
CFA Institute surveyed more than 2,400 affluent and wealthy investors in six markets on what younger clients expect. More than 90% of wealthy Gen Z and millennial investors use some paid advice and most of those meet their adviser monthly, while human advisers remain the most trusted source even as about a third use AI to learn.
Topic: Practice managementcfainstitute.org
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FSI Survey: Advisors Enter 2026 With Guarded Optimism and Growing Concerns (opens financialservices.org)
The Financial Services Institute's survey of more than 220 members looks ahead to 2026 for independent advisors and their firms. Members cite misperceptions of the role and unclear career paths as the main reasons young people hesitate to join, and about 20% say they are integrating AI across key functions.
Topic: Practice managementfinancialservices.org
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New CFP Board Report Charts the Path Forward for AI in Financial Planning (opens cfp.net)
CFP Board's AI working group sketches four ways AI could reshape financial planning by the end of the decade, depending on how far the public trusts AI and how much new entrants disrupt the field. The report names workforce development and professional standards among the areas the profession should prepare.
Topic: Practice managementcfp.net
Editorial
How we choose
- Inclusion is editorial. No publisher pays to be listed, and none can.
- We leave out any piece that features or recommends a specific fund, ETF, model portfolio or other product.
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More in our editorial standards.