How are the business conditions in the planning industry these days? No doubt you have a solid idea on the health of your own practice, but when I ask planners from different-sized practices or from different parts of the country that question, I get a wide variety of responses. To help planners get a broader sense of industry trends so they can make better business decisions, Financial Planning this month launches its Retirement Advisor Confidence Index.
Our monthly barometer of business conditions for the wealth management sector, based on FP's survey of more than 300 advisors, is comprised of 12 factors, including asset allocations, investment product recommendations, client recruitment and retention, economic trends and risk tolerance, taxes and planning fees.
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