When we analyzed the findings, three key themes emerged that are reshaping the industry:
#1 Advice needs to be holistic.
of advisors report they hold meetings to help clients navigate complicated family dynamics
of advisors say they use complex models to allocate capital among a wide range of asset classes
of clients need the most help from their advisor to navigate retirement
of clients are seeking advice about changing or leaving their jobs
#2 Advice needs to be available on demand.
Communications with clients
Document upload for clients
#3 Advice should be integrated.
Three out of four advisors say clients ask about Environmental, Social and Governance criteria when investing.