FROM THE NOVEMBER 2016 ISSUE OF INVESTMENT ADVISOR MAGAZINE
In this feature article, Matt Lynch discusses how consumer preferences, competitive threats, and compliance and regulatory noise are the driving forces in advisors’ evolving future.
This article is one in a series that examines trends in the industry and the 3-C's that all financial firms must consider if they are to survive in today's challenging and complex landscape.
5 Trends that Matter to Advisors that Want to Grow
By Matt Lynch, Managing Partner, Strategy & Resources, LLC., November 2016