A study of 1750 financial advisory employees has discovered that the majority of respondents were prepared for a seamless transition to work from home
The study found that only 49% of advisors are confident that they will meet their practice growth goals within the next 12 months.
RIA channels are in an advantageous position, but regulatory changes, the pandemic and new competitive threats have introduced headwinds.
Adewale Ogunleye says the industry has failed to ‘speak athletes’ language,’ leaving them vulnerable to bad advice.