CRM2 has become five times more threatening in the last year, but clients are also complaining less about fees. So finds our Investor Insights* research, which looked into how regulatory reforms and fee transparency have both challenged you and made you a better advisor.

Speaking of threats, the last time we asked about them, none of you uttered the phrase “robo-advisor.” How things have changed. The proportion of folks who said that technology was the greatest threat to the industry has more than doubled since 2015.

Part 1: DIY activities

Part 2: CRM 2

*Methodology: Investor Insights is an editorial research initiative by Advisor Group in which we ask our audience questions about both top-of-mind and evolving trend issues that impact their businesses. Responses from these studies, which will be conducted periodically, will appear in these pages and on Confidence level: 95%, with +/- 8% sampling error. n=sample size. Some totals may not amount to 100 due to rounding.

Part 3: Adding value for clients

Part 4: Advisor concerns

† In 2015, respondents did not use the word “robo-advisor.”
‡ In 2015, CRM2 was included with regulation

Originally published in Advisor's Edge

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Excellent summary of issues and how they are perceived. Would like to see more. Possibly use online surveys to get more input.

Thursday, May 18, 2017 at 12:22 pm Reply