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September 6, 2022
One in four advisers expect to leave the industry within the next five years as the cost of providing advice continues to rise, according to a new report. Research firm Investment Trends has released
September 5, 2022
About 70% of the financial advisers that are looking to leave their licensee are planning to go it alone, research shows.
September 5, 2022
Some 25% of financial advisers think they will be leaving the industry during the coming five years, research by Investment Trends finds.
September 5, 2022
The findings of a new study have been released. One in four financial advisers expect to leave the industry within the next five years, a new study has revealed. The finding was reported in Investmen
August 15, 2022
The use of multiple platforms has reached a 10-year record high average of three, with advisers increasing the proportion of new business directed to their secondary platform at the expense of their main platform.
August 15, 2022
In a hotly contested platform space, competition for adviser relationships is fierce, according to part two of Investment Trends latest Adviser Technology Needs Report.
August 12, 2022
The average number of platforms advisers use has reached a 10-year high of three, according to a report from Investment Trends. The research found advisers are fine with this as different platforms suit different clients, but integration between various tech services is still lagging.
August 12, 2022
Financial advisers are calling for stronger support services, according to new research. The average number of platforms used by advisers has reached a 10-year high, but there is still work to be d
August 10, 2022
Financial advisers plan to increase their practices annual spend on technology by $70,000 as affordability and compliance issues drive adoption.
August 10, 2022
Financial advisers are planning to increase their technology spend to more than $200,000 annually, according to Investment Trends, thanks to the need for multiple systems.