The Study of Advisory Success

The Study of Advisory Success

How are investment professionals doing after five years of uncertainty and change? Are they still struggling, regaining their momentum or doing better than before?

Based on more than 350 interviews of investment professionals representing a broad range of business models, the study gauges investment professionals' level of optimism about their prospects for success. The report also explores key gaps that investment professionals will need to close to continue on their path to growth. The Study of Advisory Success: Defining Success Today and Planning for the Future outlines strategies for firms to implement now, including:

  • Building a team that can better address fast-changing investor demographics
  • Understanding the role that online and mobile technology now plays in client interactions
  • Opening career paths to develop talent, acquire younger clients and smooth the path to succession
Additional Media

Audience: Advisors, Broker-Dealers, Investment Managers, Registered Investment Advisors, Wealth Managers