ABOUT ADVISOR INSIGHT

Advisor Insight provides benchmarking and business intelligence to financial advisors and their practices. The information aims to help advisors identify gaps and opportunities in their overall strategy, outline actionable priorities, refine their focus in operations, client service, investing, and other aspects of the business, and track success metrics. Advisor Insight is produced by FUSE Research as an independent service that is free to users.

ABOUT FUSE RESEARCH NETWORK

FUSE is a Needham, Mass.-based provider of research and consulting services to the asset and wealth management industries. The firm was launched in 2008 to deliver tactical decision support that improves business effectiveness, using a data-driven approach to practical and actionable guidance.

RECENT ARTICLES OF INTEREST

7/9/2025 | Retail to Dominate Alts Flows in Next Two Years: Study | Financial Advisor IQ | For the complete article, click here .

3/28/2025 | Advisors Spend Just 15% Of Their Time on Investment Management | Financial Advisor | For the complete article, click here .

3/13/2025 | Advisors' gen AI adoption lags growing interest | InvestmentNews | For the complete article, click here .

3/4/2025 | FUSE: Majority of Advisors to Maintain or Grow Use of OCIO | WealthManagement.com | For the complete article, click here .

2/12/2025 | DC Plan Advisors Expect Up To 10% Revenue Boost In 2025 | Financial Advisor | For the complete article, click here .

1/30/2025 | FUSE: Wealth Manager Alternative Assets to Hit $3T by 2029 | WealthManagement.com | For the complete article, click here .

Advisor Use and Privacy Notice
The website you are about to enter is intended solely for use by financial advisors. Access to this platform is restricted to authorized users, and all information shared within is handled with the highest standards of confidentiality. Any data you provide will be used exclusively for research and advisory purposes and will remain strictly anonymous. We are committed to protecting your privacy and ensuring that no personally identifiable information is disclosed without your explicit consent.

Confidentiality and Usage Restrictions
All content, data, and insights presented within this site are the proprietary property of the Advisor Insights application and are provided exclusively for use by registered financial advisors. This material is not intended for public distribution or external dissemination. Any reproduction, redistribution, or unauthorized use of this content outside the scope of the Advisor Insights platform is strictly prohibited and may violate intellectual property and confidentiality agreements.