Quantify and Monitor the Impact of Key Issues Facing the Financial Advisory Marketplace
Advances in technology, regulatory pressure from the DOL fiduciary ruling, emerging competitive forces such as robo-advisors and changing client expectations are new issues facing advisors. Financial services firms need to adapt to changing advisor needs and offer support in this constantly changing landscape.
The Future of the Financial Advisor quantifies the key issues facing the financial advisory marketplace and how these issues will impact advisors. The report gives asset management firms a better understanding of the challenges advisors are facing so they can develop support strategies to strengthen advisor relations and also provides insights to advisory firms for employee retention and acquisition.
Measure the Impact of Fiduciary Pressures
Uncover the current and anticipated impact of the DOL fiduciary ruling on advisor business practices to stay in front of changing advisor needs
Optimize Technology Offerings
Learn how to leverage, or position against, technology offerings like robo-advisors to maintain advisor connections
Strengthen Advisor Relationships
Develop effective support strategies for advisors to boost advisor satisfaction and limit firm and