Today, InvestmentNews is 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 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. Please take a moment to share your thoughts.
Future topics will include:
Proposition 40 wealth tax could raise $30 billion, not $100 billion, as departures erode the base and voters remain split
Jump is piping FMG marketing content into post-meeting workflows as Zocks opens its platform to more than 32,000 LPL financial advisors
Trevor Uhls pleaded guilty to one count of wire fraud and one count of money laundering.
Osaic and LPL Financial routinely square off in recruiting advisors from other firms as well as from each other.
Meanwhile, Wealthspire's Ground Control business picks up a $1B private wealth firm in London, and Modern Wealth deepens its presence in California.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
