Financial advisors’ optimism over the economy and the markets ticked marginally up in February, dampened only by persistent inflation and uncertainty over upcoming national elections.
ROffice is similar to other freelance services marketplaces out there, such as Fiverr or Upwork, but it’s specific to the financial services industry.
More than half of the advisory clients in a February survey reported leaving their advisor in 2023, while another 9% thought about it.