Discover the latest trends in the fee-for-service financial planning industry with exclusive insights for 2024 and beyond with the annual Fee-for-Service Industry Trend Report!
Our annual report compiles data sourced from top advisors and firms nationwide, offering a panoramic perspective of the fee-for-service financial planning industry. Insights include:
- Growth trends
- Pricing and engagement trends
- Market trends
- System and tech trends
- Client acquisition trends
- And more!