Your Biggest Concern with the Future of Financial Advise

Poll created by Brian Warfel on Jun 20, 2018

Interested hearing from anyone/everyone in the community as to what concerns you have for the future of the financial advise space.  Global competition, regulatory changes, educating the next generation about the importance of investing, etc.?  The financial blog writers and investment news sources have their opinions, but what do you think?


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  • Being able to keep up with compliance changes and efficiently gather the necessary information to meet these obligations.
  • Offer options to compete in the digital space and grow your client portfolio to include younger clients as they move into the investment and pre-retirement phases of their lives?
  • Global competition/being able to compete on a Global level.