Financial advisers are confident in their client work but are not as confident when it comes to their firm being set up to innovate and adapt to change, NextWealth has found.
Its latest Financial Advice Business Benchmarks report - which incorporate insights from more than 260 financial advice professionals – found that the financial advice professionals rate their ability to understand, serve and deliver value to clients the highest at 4.3 out of 5. People & capacity (4.2) are next highest, reflecting faith in advisers' ability to build long-term careers in financial advice. Meanwhile, confidence in business strategy & growth was 4, while technology (3.6) and markets & regulation (3.5) remain "weaker spots," NextWealth's research found, both tied to factors ...
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