Advisor Authority Research

Advisor Authority is an annual study of advisors, financial professionals and the investors they serve, covering the challenges they face in investing, advising and practice management—and the innovative techniques that they need to succeed. By examining year-over-year benchmarks, top trends and hot button issues—with deep dive reports on topics including Women Investors, Successful Advisors, Millennial Investors, Harnessing Technology and Winning the High Net Worth—Advisor Authority provides actionable advice advisors at every level can use today to grow their practice for the future.

Advisor Authority Research

Press Releases

Seven in 10 Pre-Retiree Investors Say Retirement at 65 Is Not Achievable

Seven in ten women investors are rethinking if and when they can retire

A Third or More Young Investors Acted on Misleading Online Financial Advice

Nearly Half of Investors Believe the 2024 Election Will Have a Bigger Impact on Portfolios Than Market Performance

A Quarter of Investors Near Retirement are Delaying Plans due to Financial Uncertainty

Is this a financial crisis? 4 in 10 investors say yes

Six in ten women believe we are in or approaching a financial crisis

Nearly seven in 10 investors say they may continue working in retirement

“Terrified”: Nearly Half of Investors Check Retirement Balance 3 Times a Week

Investor and Advisor Recession Concerns Mirror Levels Seen at Height of Pandemic

Busting Stereotypes: Millennials Take Control of their Finances

Wary investors brace for market volatility, inflation and recession

Women Investors Pivot to More Proactive Approach in Financial Planning

As Build Back Better Moves Forward, Taxes Top Concern for Investors

Seventh Annual Advisor Authority Reveals Insights on Confronting the Impact of Compounding Financial Crises

Seventh Annual Advisor Authority Reveals Financial Professionals Bullish About M&A in RIA Industry

Advisor Authority Reveals Millennials May Not be Retiring Soon—But They are Already Planning for it

Advisor Authority Study Reveals Pandemic Impacts even the Most Successful Advisors and Financial Professionals

Sixth Annual Advisor Authority Study Reveals COVID’s Impact on Women Investors: Less Optimistic, More Concerned and Less Prepared

Sixth Annual Advisor Authority Study Reveals Pandemic and Presidential Elections Driving Volatility and Demand for Protection Solutions

Sixth Annual Advisor Authority Study Reveals COVID-19 Top Threat to Success—and Technology Helps Protect Profitability During Pandemic

As Pandemic and Systemic Pressures Impact Retirement Savings, Advisors and Financial Professionals Favor Key Provision of SECURE Act: Nearly Two-Thirds Likely to Adopt In-Plan Guarantees

Fifth Annual Advisor Authority Study Profiles Unique Needs of Millennial and Generation X Investors to Help RIAs and Fee-Based Advisors Unlock Greater Growth

Fifth Annual Advisor Authority Study Reveals Millennial Advisors Far More Likely than Boomer Advisors to Leverage Technology to Enhance Profitability and Attract Next Generation of Clients

Fifth Annual Advisor Authority Study Reveals Nearly Two-Thirds of Ultra High Net Worth Investors Believe Market Volatility Will Increase--and Increase Their Likelihood of Working with an Advisor

Fifth Annual Advisor Authority Study Reveals Seven Traits of Highly Successful Advisors for Driving Growth and Outpacing the Competition

Fifth Annual Advisor Authority Study Shows Women Investors Less Optimistic about Market and Economy than Men Investors Regardless of Affluence or Access to a Financial Advisor

Fifth Annual Advisor Authority Study Offers 360-Degree View on Top Factors Causing Financial Concerns, Impacting Portfolios and Driving Volatility

Fifth Annual Advisor Authority Study Reveals RIAs and Fee-Based Advisors Less Bullish about Pace of RIA Industry M&A Activity Compared to Prior Years

Fifth Annual Advisor Authority Study Reveals RIAs and Fee-Based Advisors Less Likely This Year to Say Tax Reform Will Benefit Clients

News Articles

Don’t let retirement anxiety derail your holiday cheer

Rising above compounding financial crisis [Infographic]

Advisor Authority Reveals Financial Professionals Bullish About M&A [Infographic]

New study reveals that millennials are already planning for retirement

Advisor Authority Reveals How Pandemic Impacts even Successful Advisors [Infographic]

New Advisor Authority Study Reveals COVID’s Impact on Women Investors

Study finds pandemic and presidential elections driving demand for protection solutions

Technology Helps Advisors and Financial Professionals Protect Profitability During Pandemic