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Last update: Jul 10, 2024
Opportunities Include Offering Holistic Advice, A Fee-Based Future, All-In-One WealthTech, And Tackling The Organic Growth Imperative
BERWYN, Pa., July 10, 2024 /PRNewswire/ -- Envestnet (NYSE: ENV), a leading provider of integrated technology, data intelligence, and wealth solutions, has released its 2024 Advisor Perspectives Survey, examining the current state of financial advisory practices and anticipated industry trends. Envestnet leverages its unique vantage point to conduct the annual survey, gathering responses from 290 financial advisors. The survey explores how advisors are planning to grow, scale, and protect their businesses for the future.
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