ThinkAdvisor: Financial Advisors Are Failing to Plan for the Future: Study

October 12, 2019

SEI and FPA® study reveals that advisors aren’t prepared for changing client needs

“There’s is a big disconnect between value and pricing in the advisory business.”

SEI and the Financial Planning Association® (FPA®) explored how advisors are – and aren’t – preparing for the future in its latest whitepaper, “Advisory Firms in 2030: The Innovation Imperative.”

ThinkAdvisor covers the findings, including insights from John Anderson, Managing Director, Practice Management Solutions at Independent Advisor Solutions by SEI.

Read full article here

Legal Note

Independent Advisor Solutions is a strategic business unit of SEI Investments Company (SEI). The FPA® is not affiliated with SEI or its subsidiaries.