Industry Dashboard

Anonymised aggregate data from member firm submissions. Results update live as members submit.

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Total AUA ($B)

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Registered Reps

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Firms Reporting

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Outlook: Better

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Tech Spend / Rep (median, annual)

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Compliance Spend / Rep (median, annual)

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Compliance Spend / Staff (median, annual)

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Technology Share of Compliance Spend

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Reps per Compliance Staff (median)

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Compliance Spend per Compliance Seat (median, annual)

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Compliance Share of Staff (median)

Assets Under Administration — 6-Month Trend

Business Outlook

Staff Cost Trend

Cost per Registered Rep — Trend (median, annualized)

Technology Spend (annual, all technology)

Compliance Technology Spend (annual)

Total Compliance Spend (annual, all-in)

AI Adoption Stage

CFR / KYP Compliance Confidence

Total Cost Reporting (TCR) Readiness

Client Name vs. Nominee

Fee for Service Accounts

Nominee Platform

AUA by Peer Group

Sentiment Trend — % Reporting "Better" Outlook