Restrictive security measures, advisor training and fraud prevention help keep clients’ data safe
When it comes to educational tools, advisors’ needs vary across firms
Support for both financial planning and succession planning by advisors remain areas of interest
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Some areas, such as tax and estate planning, showed room for improvement
Just as older clients' needs vary, so too do advisors' techniques and priorities across each industry channel
While brokerage firms’ digital tools and flexibility earned praise, technology generally garnered mixed reviews
With the vast majority of advisors focused on planning, firms must continue investing in that area
The Big Six are falling short of retail planners’ salary expectations
Digital tools are important to advisors, but often fall short in performance