8 Acre Perspective conducted its first annual study of U.S. financial advisors. This study of 403 financial advisors covers, among other topics:
- Career satisfaction and outlook for the financial advisor profession
- Practice priorities/capabilities and team practice dynamics
- Investment attitudes and behaviors (alternatives, annuities, life insurance, outsourced investment management, digital assets, managed accounts, etc.)
- Artificial intelligence attitudes and usage
- Succession planning
This white paper, the first in our series, focuses on advisor career satisfaction and outlook for the financial advisor profession.
Click to read Financial Advisor Perspectives: Career and Industry Outlook
