The percentage of advisors with succession plans in the Report Card has grown significantly over the past five years, but many have yet to join the crowd
Survey respondents cite positive DE&I initiatives, but admit there's room for improvement
Digital tools, an intuitive client database and a support team can help streamline the onboarding process for advisors
While advisors say business development support is important, satisfaction levels lag
From inflation to technology hurdles, clients at risk have many concerns
The key to success is providing ongoing support and system adjustments