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Adviser Research

In 2024, Jeffrey Briskin conducted a survey of 386 independent fee-only investment advisers. The results of this adviser research are captured in Briskin Consulting's new complimentary whitepaper, Giving Fee-Only Advisers What They Want: New Insights into Their Challenges and Business Needs.

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Findings revealed in this report include:

  • Why advisers adopted the fee-only service model

  • Their clients' biggest concerns

  • Advisers' most pressing business challenges

  • Which business functions they're outsourcing (or would like to outsource)

  • Which methods they're using to outsource investment management

  • Which kinds of offers they want from wholesalers

You can download this report in PDF format right now. 

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