The Changing Face of Financial Advice: 2015 and Beyond is our new, comprehensive study on the key demographic, technological and competitive challenges facing the financial advice industry today. In the study, we offer in-depth analysis of the industry's challenges and provide detailed recommendations to help wealth management firm executives plan for and succeed in the uncertain times ahead.
The study includes:
Key findings from our February 2015 surveys of 1,000 advised investors, 200 self-directed investors and 500 financial advisors
Detailed analysis of the differences that exist between FAs' and investors' perception of overall satisfaction, communication preferences, the role of technology in the relationship and the appeal of non-traditional competitors
Our assessment of the strategic implications of numerous internal and external challenges facing the advice industry
Our perspective on the opportunites that exist for improving customer satisfaction and serving Generation X and Millennial investors
Please complete the form to download your complimentary preview featuring excerpts from the study!
For more information and to order your copy of the full study, please contact Grace Lei at 646-929-5148 or email@example.com.