U.S. advisors felt internal squeeze on profitability in 2001

By Staff | September 25, 2002 | Last updated on September 25, 2002
2 min read
  • Having the time capacity to serve clients: 56.3%
  • Time management: 52.0%
  • Getting better clients: 48.3%
  • Improving efficiency and productivity: 39.9%
  • Profitability: 31.6%

    The study, conducted by Moss Adams LLP, acknowledged that many of these challenges are related to each other.

    The FPA is the membership organization for the U.S. financial planning community.

    Filed by Jim MacDonald, Advisor.ca, jmacdonald@advisor.ca.

    (09/24/02)

    Advisor.ca staff

    Staff

    The staff of Advisor.ca have been covering news for financial advisors since 1998.

    • Having the time capacity to serve clients: 56.3%
    • Time management: 52.0%
    • Getting better clients: 48.3%
    • Improving efficiency and productivity: 39.9%
    • Profitability: 31.6%

    The study, conducted by Moss Adams LLP, acknowledged that many of these challenges are related to each other.

    The FPA is the membership organization for the U.S. financial planning community.

    Filed by Jim MacDonald, Advisor.ca, jmacdonald@advisor.ca.

    (09/24/02)