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 second in our series, focuses on ways the shift to team practices is changing the dynamics of how advisors deliver service.

Click to read Financial Advisor Perspectives: Team Practices