Understand the Terms That Govern Use of This Website

Last updated: June 2024

Your Acceptance

When you open a page on this site, you agree to the terms laid out here. There is no separate form to sign and no checkbox to tick. Access is the agreement.

These terms apply to everyone who visits, whether you are a practising advisor reading a benchmark study, a firm principal browsing our research, or someone who landed here by chance. The scope is deliberately broad because the content is public.

If any part of what follows sits badly with you, the remedy is simple: stop using the site. Continuing to read, download, or interact means the terms hold for you.

Use License

You may read, save, and reference the material here for your own personal and professional learning. Print an article for a team meeting, quote a finding in an internal memo, work through a tutorial at your own desk — all fine.

What you may not do is republish or redistribute our content as your own, or repackage it for commercial gain, without asking first. That includes posting full articles on another site, bundling our research into a paid product, or scraping pages at scale.

The words, studies, graphics, and structure on this site remain the intellectual property of Advisor Impact or the licensors we work with. Reading grants you access, not ownership. If you want to use something beyond personal reference, reach out and describe what you have in mind — most reasonable requests get a reasonable answer.

Acceptable Use

A short list, because the principle behind it is short: use the site honestly and leave it working for the next person.

When you submit anything through a form, a comment, or a feedback prompt, make it accurate. Do not impersonate someone else, invent details, or send information you know to be false. We build trust on what people tell us, and fabricated input erodes that for everyone.

Do not probe, strain, or attempt to break the security or availability of the site. That covers automated attacks, deliberate overloading, and any effort to reach areas not meant for public access. Anything unlawful, harassing, or abusive falls outside acceptable use, and we will act on it.

Warranty Disclaimer

The material on Advisor Impact is offered as it stands, without warranties of any kind. We research carefully and we edit closely, but we make no promise that every figure is current or that every page is free of error.

Industry data shifts. A benchmark that held last year may read differently after the next review cycle. Guidance written for one regulatory environment may not transfer cleanly to another. Our editorial process draws on consecutive rounds of practitioner review, yet that scrutiny does not turn general research into advice tailored to your situation.

Treat what you read here as informed background, not as a directive. Before you act on anything with financial, legal, or operational weight for your practice, check it against your own circumstances and, where the stakes warrant, a qualified professional who knows your business.

Limitation of Liability

We are not liable for losses that arise from your use of this site. If a decision you made after reading an article turns out badly, that outcome rests with you and the advice you sought before acting.

This exclusion reaches indirect, incidental, and consequential loss — lost revenue, missed opportunity, disrupted operations, and the knock-on effects that follow. It applies whether the claim is framed in contract, in negligence, or in any other theory of liability.

These limits apply to the fullest extent the law allows. Where a jurisdiction refuses to permit certain exclusions, our liability is capped at the minimum that law requires, and the rest of this section stays in force.

Governing Law

These terms are governed by the laws that apply where Advisor Impact operates. Any dispute that cannot be settled through direct contact falls under the jurisdiction of the relevant local courts.

If a court finds one clause here invalid or unenforceable, that clause is severed and the remaining terms continue to bind. One weak link does not break the chain.

Updates to Terms

We revise these terms as the site grows and as the legal ground beneath it moves. Changes can take effect without advance notice, so the version you see today may not be the version you saw six months ago.

Your continued use after a revision signals that you accept the updated terms. That is why the last updated date sits at the top of this page — a quick glance tells you whether anything has shifted since your last visit. When a change is substantial, we aim to make it noticeable rather than bury it.

Contact Information

Questions about these terms, a licensing request, or a concern about how the site is being used — all of these belong in one place. Use the details on our Contact Advisor Impact page and tell us plainly what you need.

You may also want to review our Privacy Policy to understand how we handle the information you share, since the two documents work together.

If you were about to act on something you read here, one question is worth pausing on: have you checked it against the terms your own practice operates under?