In this section we present key findings and insights from our survey questions on practice management and operations, including services offered, the most time-consuming activities, professional designations, custody relationships and documentation trends.
Our industry soothsayers find plenty of reason to be optimistic about the future of the beleaguered supervisor, even as power is shifting to the producers.
Many veteran advisors are stuck in the past. But here are some ways to get out of the slump and start building out a real 21st century financial practice.
