The Healthy Advisor: What Makes Advisors Happy With Michael Kitces

While wellbeing and mental health have become a more mainstream conversation among the wider U.S. population since the pandemic, it’s a topic still largely untouched by the financial services industry. New research from Kitces.com aims to measure and track trends across advisor wellbeing, just as the industry benchmarks anything else. Over 1500 members of financial advisory teams responded to The…