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Report Summary and Downloadable PDF

Explore the full scope of the survey results, download the report.

Sponsored by Kestra Financial

Read the findings of our latest study, sponsored by Kestra Financial, that asked financial professionals a range of questions about their relationships with their current broker/dealers. The survey looked into factors that led to a recent change in affiliation or may spark such a change in the future. The responses revealed five key considerations that drive change. Find out if the factors swaying your peers to make a shift align with any thoughts you may already be having.