What’s inside

The study focuses on technology and operations and enables advisers to compare their businesses to the highest-performing firms in the sector, as well as to identify and implement business best practice.


No business is an island, and comparing your own operation to industry leaders enables you to gain insights into strengths, weaknesses and areas for further development, as well as to identify cross-industry trends and model business practices that, when implemented, can enhance your firm’s efficiency and effectiveness by improving the way you use technology.

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