Financial advisors

Financial Advisor Study Finds Attrition Risk Rising Among Top Performers

COSTA MESA, Calif.: 29 June 2017 — Financial advisors are less satisfied with their firms than they were last year and the decline is sharpest among the highest producers, according to the J.D. Power 2017 U.S. Financial Advisor Satisfaction Study,SM released today. A confluence of factors, including continuing changes to compensation, uncertainty over the Department of Labor Fiduciary Rule, emerging technologies like robo-advisors and waning faith in firm leadership are all contributing to the trend.

The study measures satisfaction among both employee advisors (those who are employed by an investment services firm) and independent advisors . . .

SORRY!

This content is exclusively for paying members. Access all of our content on including years of timeless investment news and in depth analysis for only a few dollars a month by signing up here while also supporting quality content and journalism, or learn more about our premium content here

If you are subscribed and having an account error please clear cache and then cookies if that does not work email support@valuewalk.com or click chat button and we will get back to you as quick as humanly possible


Saved Articles
X
TextTExtLInkTextTExtLInk

Subscribe to our mailing list

* indicates required

Opt out of occasional 3rd party offers


0