Today's advice and financial planning business is prospering, but the business also faces challenges in the area of financial advice itself. Many prospective clients do not understand the services that firms offer, others do not perceive value in using an adviser, and technology is powering new forms of competition and rapidly re-shaping the expectations of consumers. This research paper, drawing on findings from an InvestmentNews Research survey and insights from some of the industry's top advisers who participated at the InvestmentNews/ Cetera Think Tank roundtable discussion, aims to provide a view of the future shape of financial advice.
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Advice Alpha: Re-defining value — and success — for an advice-centric era
| March 19, 20182018-03-19
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