Quoted in Financial Planning on Advisor Satisfaction, Industry Consolidation, and the Future of Wealth management Platforms

As quoted in Financial Planning, I shared insights on what truly drives advisor satisfaction and long-term success within wealth management firms.  While compensation remains important, advisors increasingly evaluate broker-dealers and RIAs based on their ability to provide technology, operational support, professional development, and infrastructure that helps them grow their buisness and better serve clients.

Source: Financial Planning

Publication Date: 7/9/26

Link to Original Article: https://www.financial-planning.com/list/j-d-powers-2025-financial-advisor-satisfaction-rankings