Advisors entered Covid-19 from a position of strength, with average assets under management and productivity up dramatically from last year.
June 4, 2020Advisors entered Covid-19 from a position of strength, with average assets under management and productivity up dramatically from last year.
June 4, 2020Advisor satisfaction jumped, pushing average IE rating to a 10-year high
How financial advisors rated their firms
Advisors experienced robust growth in AUM, client numbers and productivity before the pandemic
Advisors still want improved back office support and client materials
Whether firms seek recognition or not, they must support advisors
The leaders of Peak and Worldsource reveal their strategies and Covid-related measures