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:
Wealth Consulting Group, Coastline and Maridea report fresh capital, acquisitions and asset growth as advisor M&A keeps climbing
Carson Group's Dani Fava, Jason Pereira of Woodgate Financial, and Sally George of Convergency Partners led the raise as the growth-tech startup builds out its AI platform and leadership bench.
New teams from William Blair, Ameriprise and UBS bring more than $560 million in combined client assets to the firm's employee and independent channels.
Regulators this year approved UBS Bank USA’s conversion to a nationally chartered bank.
How a subprime lender’s car-loan bonds allegedly unraveled before bankruptcy.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
