“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.

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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.