2021 Advisory Solutions: Expectations and Experiences - Part 1: Delivering Premium Advice

The first paper in the 2021 four-part series—which surveyed 1,500 investors and 1,405 financial advisors across the United States—unpacks the elements driving financial confidence and perceptions around quality financial planning among clients. Wealth management firms and advisors seeking to deliver a more impactful service that effectively addresses clients’ post-pandemic needs should consider the following areas.

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Wednesday, July 21, 2021