Summary: Advisors are facing new challenges, whether they are harnessing the power of technology, confronting the prevailing downward pressure on fees, managing the impact of demographic shifts, or mastering a fast-moving market. What has worked in the past may not necessarily work in the future. But for those who can evolve with the industry, there will be greater opportunities ahead.
 As the world gets more complex, the opportunity for advisors to provide holistic planning and guided advice continues to grow. Likewise, more clients recognize — and demand — the value of transparent and unbiased financial advice.”Mitchell Caplan, CEO, Jefferson National.
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