Here are the innovation and practice issues fee-based advisors care about most [infographic]

December 9, 2015 by Lynette Gil

A survey commissioned by Jefferson National and conducted by Harris Poll earlier this year unveils the key issues that concern advisors regarding their practices, how to attract and retain new clients, what’s happening in the merger and acquisition arena and the perceived impact of M&As, and the future of the industry.

The inaugural edition of the Advisor Authority report also presents an outlook of the next 12 months, potential threats to the industry and new opportunities. In order to tap into the pulse of what’s happening to RIAs and fee-based advisors, click HERE for the report.

Originally Posted at LifeHealthPro on December 08, 2015 by Lynette Gil.