Ensemble’s Latest Industry Research Spotlighted by Bob Veres

By: The Ensemble Practice

This past year, The Ensemble Practice published our first consumer report, How Investors Choose, to offer insights on how consumers select their financial advisors. Based on responses to a survey of randomly selected consumers with personal income of $100,000 or more, the data revealed several key patterns in consumer behavior that Bob Veres digs into in an expansive article discussing the challenges facing the financial planning profession in the post-COVID world. Along with the consumer report, Veres also discusses some key takeaways from our latest Pulse of the Industry benchmarking survey.