FA Insight is a widely recognized industry leading resource for insights into trends, challenges, and opportunities impacting advisory firms. FA Insight conducts proprietary research across the financial services industry, enabling us to stay ahead of market trends and offer you the chance to gain a broader perspective on your business, determine areas that need improvement and gain new ideas that help you make progress.

As we strive to bring the best of Schwab Advisor Services and TD Ameritrade Institutional to you, TD Ameritrade clients are invited to participate in the 2021 Schwab RIA Benchmarking Study. With the expansion of Schwab’s Benchmarking Study to TD Ameritrade clients, we will retire the Annual FA Insight Study of Advisory Firms. You will continue to have access to past studies, topical whitepapers and other research-based resources.