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

Anxious but Opportunistic, Investors Aren’t Waiting Out Uncertainty

Women Feel Respected by Advisors, but Many Could Do Without the “Mansplaining”

Millennial Investors are Ready to Bring their Advisor to the Family Table. Baby Boomers, Not so Much

Investors Expect Taxes to Rise, Yet Most Aren’t Proactively Preparing their Portfolios

More than Half of Recent Retirees Have Regrets About How They Saved for Retirement

Gen X Underestimated Retirement. Now, They’re Not Sure They Can Catch Up

Millennial Investors Feel Forced to Choose Between Retirement and Homeownership

Two in five Pre-Retirees Say Dreams for Retirement Have Been Delayed, Altered or Cancelled

Gen Z Grapples with Debt, Some Spend Freely Despite Low Confidence in Retirement Readiness

More than Two-Thirds of Women Investors’ Careers Impacted by Caregiving Responsibilities

One in Three Investors Do Not Believe It Makes Financial Sense to Retire in their Current Location

More Than Half of Gen X Investors Support Parents or Children, Forcing Early Retirement Withdrawals & Debt

One-Third of Investors Expect Recession Within 12 Months if Their Preferred Candidates Lose the Election

More Than a Quarter of Retired Investors Continue to Pay Off Mortgage and Credit Card Debt

Survey: Financial professionals key to positive annuity purchase experience

Less than Four in Ten Investors Have a Retirement Savings Target

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

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

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

Women Investors Pivot to More Proactive Approach in Financial Planning

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

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

As Wealth Moves to the Next Generation, Families Face a Growing Communication Gap

Gen X grapples with retirement anxiety as savings lag

Busting the myths: How securities-backed lending can help investors achieve their goals

Homeownership or retirement? Millennial investors feel forced to choose

Gen X investors ‘sandwiched’ between caregiving responsibilities and preparing for retirement

Are investors’ retirement dreams turning into a nightmare?

Think you need a ‘magic number’ to retire? Here’s what you should focus on instead

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

Technology Helps Advisors and Financial Professionals Protect Profitability During Pandemic