Bob Veres digs into our latest Consumer Report and Pulse of the Industry benchmarking survey to unpack how the data speaks to the challenges facing financial advisors as the industry emerges from the pandemic.
In this latest edition of Pulse, we surveyed the G2 Leadership Institute community of firms on where they currently stand at the start of 2022. Read the key takeaways and register for a full copy of the report.
Among consumers with over $100,000 in income, “Who can I trust?” is the fundamental question all investors ask. That said, there are significant differences in who they ask this question to based on their wealth, age, gender and sources of wealth.
Though most consumers have never worked with an advisor, the advisory industry has already managed to disappoint close to a quarter of its potential clients—those who’ve had an advisor, left and never come back.
As we begin to return to a sense of normalcy in the wake of COVID-19, we surveyed the G2 Leadership Institute community of firms on where they currently stand halfway through the year. The results are in, and we invite you to download the full Pulse of the Industry: 2021 Midyear Survey.
Understanding how the industry has been impacted by COVID-19 and the accompanying dramatic shifts in behavior, politics and society that we have seen in its wake is crucial as we continue to build our plans for 2021. Toward this effort, we invite you to explore the results of our most recent Pulse of the Industry survey.
The InvestmentNews Annual Adviser Benchmarking Study is the longest running industry study and has shaped much of the language and standards we use in the industry today. You need to participate this year more than ever before because we’re in a benchmark period that will be remembered.