Recent White Papers | Market and Economic Outlook
December 2019
Advisory Firms in 2030: The Innovation Imperative
Insights into how our profession is — and isn’t — anticipating evolving client needs.
Financial planners who get ahead of “what’s next” will likely thrive. The rest may get left behind. Most financial planners are too caught up in the now to look ahead to tomorrow, much less five or ten years down the road. That’s what our online survey respondents told us. In fact, 55% said they don’t even have a business plan in place yet (though they’ve been meaning to do so).
