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:
Wealth management unit sees inflows of $23 billion.
Deal will give US investment bank a foothold in lucrative European market.
New report examines the impact that the initiative has had on philanthropy.
Few feel confident that they will meet their retirement goals.
Catch-up contributions, required minimum distributions, and 529 plans are just some of the areas the Biden-ratified legislation touches.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
