SURVEY
OUR ANNUAL STUDY OF ADVISORS’ TECHNOLOGY
PRACTICES AND PREFERENCES – FOCUSING ON
MOBILE, SOCIAL MEDIA, ADVISOR PLATFORMS
AND MORE. PLUS A FEW SURPRISES. P. 56
HIGH NET WORTH
Massive Wealth
Transfer Underway
p. 45
PRACTICE
Getting Clients
To Say ‘Yes’
p. 67
CLIENT
Up-and-Down
Income Challenges
p. 79