Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:FAs Want Help With Growth, Efficiency and Tech Not Rated 5.0 Email Routing List Email & Route  Print Print
Friday, September 7, 2018

FAs Want Help With Growth, Efficiency and Tech

Reported by Neil Anderson, Managing Editor

When it comes to support from asset managers and other allies, financial advisors want help with growth, efficiency, and technology, but not help managing client risks and assets or with financial planning. Fundsters developing value added tools and programs, take heed.

Those are some of the findings in the new The Changing Role of Financial Advisors report from Practical Perspectives. The research draws on survey responses last month from more than 350 FAs.

As the title implies, the 49-page report mostly digs into what FAs think about how the role of FAs is changing. Yet in one part, the researchers asked FAs what are the "most critical aspects ... to receive additional support going forward." Three responses led the pack with more than 40 percent each: "building or growing practice" (48 percent); "operating an efficient or scalable practice" (43 percent); and "leveraging new technologies" (31 percent).

On the flip side of the same question, the least popular support listed was "financial planning" (11 percent), followed by "assessing and managing client risks" and "managing assets" (both 16 percent). 

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

5.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2024: Q4Q3Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly




©All rights reserved to InvestmentWires, Inc. 1997-2024
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use