Visualize the Past and Future of Financial Planning

The Next Wave of Financial Planning: How to Compete in an Endlessly Changing Advice Marketplace

Next Wave Financial Planning Infographic

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Sources:
1. Cerulli Associates, RIA Marketplace 2013 "The Changing Landscape of a Maturing Industry."
2. "The Future of Practice Managment," FPA Research and Practice Institute, 2013, n=2,400
3. Nielsen Pop-Facts, 2013
4. CEB TowerGroup Wealth Management Client Experience Survey, 2013, n=128
5. Nielsen Income Producing Assets (IPA), 2013
6. SEI Survey, Next Gen Financial Planning, August 2014, n=1,019
7. SEI Progress-to-Goals Reporting Example

The material represents as assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future events. This information should be relied upon by the reader as research or investment advice. This information is for educational purposes only.

There are risks involved with investing, including loss of principal. Due to the ever changing nature of investments and retirement objectives, it is critical that the advisor revisit an investor's retirement investment plan at least once a year, and more frequently if possible.

There is no guarantee that the investment objective will be fulfilled.

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