The Third Annual Study of Advisory Success: Confidence and Concern in the New Digital Age

The Third Annual Study of Advisory Success: Confidence and Concern in the New Digital Age

Are you doing as well as your peers? How do most advisors judge business conditions today, compared to a year ago? Do advisors see new technologies like digital advice as an emerging threat, an over-hyped fad—or an opportunity for growth?

The Third Annual Study of Advisory Success—Confidence and Concern in the New Digital Age updates Pershing’s three-year series of research studies with the latest data on the health and performance of advisor's businesses. This year, our report also examines what advisors—and investors—really think about the technologies that are transforming the industry. The study discusses:

  • Which advisors are doing better than ever—and who is still maintaining the status quo
  • A shift in outlook on both the economy and practice revenue
  • Why the competition may be doing better than you realize
  • The biggest impact that digital advice will have on advisor businesses, according to advisors
  • Where advisors see the greatest opportunities in adopting new technologies
  • Six practical tips for succeeding in a digital world

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