Earlier this week, I was thrilled to introduce the first in a series of short polls we will be conducting over the balance of the year to gather adviser learnings and sentiments around 2020. This first survey addresses prospecting in the new normal.
In partnership with Transamerica, these surveys will take the pulse of the advisory industry over the next four months, as advisers reflect on lessons from 2020 and navigate the ongoing uncertainty of this new paradigm with their clients.
Please take the time to go to our website and complete this survey, which will take less than five minutes of your time. We look forward to sharing the results, and your input will inform upcoming research on best practices in the industry. We will be rolling these out about every 10 business days, and we expect the findings to be very useful.
Future topics will include:
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
