Talent Intelligence
Better hiring starts with better market understanding.
MAA Talent provides insight into hiring trends, candidate sentiment, compensation, adviser movement, employer perception and talent demand across the U.S. wealth management market.
The talent market is changing quickly.
RIA firms are scaling. CPA practices are entering wealth management. WealthTech companies are competing for specialist commercial talent. Consolidation is changing career paths. Succession is creating leadership gaps.
Firms that understand these shifts can hire more effectively. Firms that do not are left reacting to the market after competitors have already moved.
Why It Matters
Hiring decisions are too important to be based on guesswork.
Compensation is only one part of the picture.
Candidates are also assessing leadership, culture, client philosophy, technology, ownership potential, flexibility, career path, succession, growth and reputation.
Employers need to understand what candidates actually want, how their firm is perceived and where the market is moving.
MAA Talent turns candidate conversations, employer feedback, audience insight, survey data and market research into practical intelligence for firms making people decisions.
Intelligence Areas
What we track.
Candidate Sentiment
What advisers, planners, operators, CPA professionals and WealthTech talent want from their next firm.
Hiring Demand
Which roles are seeing the strongest demand across RIAs, wealth management firms, CPA practices and WealthTech businesses.
Compensation Trends
How salary, bonus, equity, revenue share, ownership and benefits expectations are changing across the market.
Employer Perception
How firms are viewed by candidates and what makes an employer stand out in a competitive market.
Succession and Leadership
How adviser succession, founder transition and leadership development are shaping hiring priorities.
WealthTech Talent
How technology firms serving advisors are competing for sales, partnerships, marketing, product and customer success talent.
Reports and Research
Reports, surveys and market insight.
MAA Talent will publish regular insight for firms and candidates across the U.S. wealth management market — salary reports, hiring trend updates, candidate sentiment surveys, employer brand research, adviser movement analysis and specialist reports focused on growth, succession and WealthTech hiring.
Report
Salary and Compensation Report
Benchmarking across adviser, planning, operations, compliance, leadership and WealthTech roles.
Report
Candidate Sentiment Survey
What professionals in the wealth management market really want from employers.
Report
Employer Visibility Review
How firms present themselves to the candidate market and where they can improve.
Report
Succession and Talent Report
How leadership, adviser transition and talent planning affect growth and enterprise value.
Report
WealthTech Hiring Report
Insight into commercial, product and customer success hiring across WealthTech firms.
For Employers
Use talent intelligence before you hire.
MAA Talent can support employers with practical market insight before a search begins. This may include:
- Candidate availability
- Compensation expectations
- Employer positioning
- Competitor hiring activity
- Role definition
- Location and remote working expectations
- Candidate objections
- Market appetite for your opportunity
This helps firms avoid weak briefs, unrealistic expectations and slow hiring processes.
For Candidates
Stay informed before you make a move.
Candidates can register with MAA Talent to receive selective market insight, salary updates, hiring trends and information about firms that may match their ambitions.
You do not need to be actively looking.
Understanding the market is valuable even when you are not ready to move.
Research Participation
Join the MAA Talent research panel.
We are building a confidential research panel of advisers, planners, CPA professionals, operations leaders, compliance specialists, marketers, executives and WealthTech professionals.
Participants may be invited to contribute anonymously to market surveys, salary research, hiring trend reports and candidate sentiment studies. Your individual responses will remain confidential.
Make better talent decisions with better market insight.
Speak to MAA Talent about research, salary insight, candidate sentiment or a bespoke market intelligence project.