In the News

Financial Advisor Perspectives: A Pulse on the Financial Advisor Mindset
8 Acre Perspective
(2024)

8 Acre Perspective conducted its first annual study of U.S. financial advisors. This study of 403 financial advisors covers, among other topics:

  1. Career satisfaction and outlook for the financial advisor profession
  2. Practice priorities/capabilities and team practice dynamics
  3. Investment attitudes and behaviors (alternatives, annuities, life insurance, outsourced investment management, digital assets, managed accounts, etc.)
  4. Artificial intelligence attitudes and usage
  5. 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