The adviser industry continues evolving as innovation and new technology disrupts the status quo. According to Jefferson National’s second annual Adviser Authority study, tapping the power of technology is one of the clearest distinctions of the most successful advisers and most affluent investors — and all advisers should take note.
This year’s study again shows that the most successful RIAs and fee-based advisers are forward thinkers, marketing innovators and technology adopters. This innovative mindset is driving change in our industry — and all advisers at every level can capitalize on this knowledge to build a more scalable and profitable practice and create a more enduring franchise.
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