{"id":6188,"date":"2021-05-03T15:55:49","date_gmt":"2021-05-03T15:55:49","guid":{"rendered":"https:\/\/emoneyadvisor.com\/?post_type=thought_leadership&#038;p=6188"},"modified":"2021-05-03T15:55:49","modified_gmt":"2021-05-03T15:55:49","slug":"financial-planning-research-roundup-april-2021","status":"publish","type":"thought_leadership","link":"https:\/\/emoneyadvisor.com\/blog\/financial-planning-research-roundup-april-2021\/","title":{"rendered":"Financial Planning Research Roundup: April 2021"},"content":{"rendered":"<p>The pandemic has shaped life as we know it, and its impact on financial advice is lasting. While many financial professionals believe it will be business as usual within 6 to 12 months, the forced adoption of digital technologies has changed the way firms conduct planning, as well as the way they approach their clients&#8217; planning experience.<\/p>\n<h2>1. 2021 T3 Software Survey Report \u2013 T3<\/h2>\n<p>Almost 79 percent of financial professionals are using financial planning software, up from 64 percent in 2020. Adoption of financial planning software is growing steadily, as firms vie to enhance the value they deliver to their clients and differentiate themselves in a competitive marketplace. Read the results of the\u00a0<a href=\"https:\/\/t3technologyhub.com\/t3-and-inside-information-reveal-results-of-2021-advisor-software-survey\/\">2021 T3 Software Survey Report<\/a>\u00a0to learn more about financial professional technology adoption.<\/p>\n<h2>2. Most FAs Expect a Return to Business as Usual Within 12 Months \u2013 Discovery Data<\/h2>\n<p>A recent report showed that financial professionals expect to be back at the office working as usual by this year or in 2022. Despite the adoption of digital technologies that the pandemic necessitated, financial professionals still show a strong preference for working at the office.\u00a0<a href=\"https:\/\/www.financialadvisoriq.com\/c\/3086614\/382263\/most_expect_return_business_usual_within_months?referrer_module=issueHeadline&amp;module_order=2\">Read more about the survey results here<\/a>.<\/p>\n<h2>3. Cerulli Edge U.S. Advisor Edition \u2013 M&amp;A Issue \u2013 Cerulli Associates<\/h2>\n<p>According to Cerulli&#8217;s recent research on banks, 44 percent are considering M&amp;A opportunities in the next 12 months. Mergers and acquisitions, the study found, are becoming the norm in an industry working to build scale, advance technology, and broaden product lines.\u00a0<a href=\"https:\/\/www.cerulli.com\/edge\/us-advisor-edge\">Access the full report here<\/a>.<\/p>\n<h2>4. Advisors Too Reliant on Client Referrals to Grow Business \u2013 Capital Group<\/h2>\n<p>New research suggests that financial professionals are overly reliant on client referrals to grow their businesses. Nearly half of those in the study claimed that bringing on new clients will be the primary driver of growth for their business moving forward. Yet, 83 percent of new clients came from referrals from existing clients or business partners.\u00a0<a href=\"https:\/\/www.financialadvisoriq.com\/c\/3101534\/383293\/advisors_reliant_client_referrals_grow_business_survey?referrer_module=issueHeadline&amp;module_order=3\">Learn more about the study here<\/a>.<\/p>\n<h2>5. Technologies Paving the Way Toward a Frictionless Client Journey: Wealth Management Roundtable Reflections \u2013 Celent<\/h2>\n<p>The pandemic has been an eye-opening situation for financial professionals and clients alike, as firms were quickly forced to adopt digital technologies to accommodate remote life. This came at a time when the industry was already grappling with legacy systems that didn&#8217;t integrate well and needed updating in an effort to improve the experience of planning clients. Hear from financial experts on the new types of\u00a0<a href=\"https:\/\/www.celent.com\/insights\/770238615\">technology improving the client&#8217;s journey<\/a>.<\/p>\n<p>Be sure to stay tuned for next month&#8217;s financial planning research roundup!<\/p>\n","protected":false},"author":61,"featured_media":6189,"template":"","thought_leadership_cat":[93],"class_list":["post-6188","thought_leadership","type-thought_leadership","status-publish","has-post-thumbnail","hentry","thought_leadership_cat-industry-news-and-trends"],"acf":{"left_sidebar_ads":false,"right_sidebar_ads":false},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Financial Planning Research Roundup: April 2021 - eMoney Advisor<\/title>\n<meta name=\"description\" content=\"Read to see what was on eMoney Advisor&#039;s radar in April for financial planning research.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/emoneyadvisor.com\/blog\/financial-planning-research-roundup-april-2021\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Financial Planning Research Roundup: April 2021 - eMoney Advisor\" \/>\n<meta property=\"og:description\" content=\"Read to see what was on eMoney Advisor&#039;s radar in April for financial planning research.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/emoneyadvisor.com\/blog\/financial-planning-research-roundup-april-2021\/\" \/>\n<meta property=\"og:site_name\" content=\"eMoney Advisor\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/eMoneyAdvisor\/\" \/>\n<meta property=\"og:image\" content=\"https:\/\/emoneyadvisor.com\/blog\/wp-content\/uploads\/2021\/05\/Advisors_discussing_financial_figures.png\" \/>\n\t<meta property=\"og:image:width\" content=\"573\" \/>\n\t<meta property=\"og:image:height\" content=\"360\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@eMoneyAdvisor\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Organization\",\"@id\":\"https:\/\/emoneyadvisor.com\/blog\/#organization\",\"name\":\"eMoney Advisor\",\"url\":\"https:\/\/emoneyadvisor.com\/blog\/\",\"sameAs\":[\"https:\/\/www.instagram.com\/emoney.advisor\/\",\"https:\/\/www.linkedin.com\/company\/emoney-advisor\",\"https:\/\/www.youtube.com\/user\/eMoneyAdvisor\",\"https:\/\/www.facebook.com\/eMoneyAdvisor\/\",\"https:\/\/twitter.com\/eMoneyAdvisor\"],\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/emoneyadvisor.com\/blog\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/emoneyadvisor.com\/blog\/wp-content\/uploads\/2020\/05\/emoney-logo.jpg\",\"contentUrl\":\"https:\/\/emoneyadvisor.com\/blog\/wp-content\/uploads\/2020\/05\/emoney-logo.jpg\",\"width\":2500,\"height\":808,\"caption\":\"eMoney Advisor\"},\"image\":{\"@id\":\"https:\/\/emoneyadvisor.com\/blog\/#\/schema\/logo\/image\/\"}},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/emoneyadvisor.com\/blog\/#website\",\"url\":\"https:\/\/emoneyadvisor.com\/blog\/\",\"name\":\"eMoney Advisor\",\"description\":\"Heart of Advice Blog\",\"publisher\":{\"@id\":\"https:\/\/emoneyadvisor.com\/blog\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/emoneyadvisor.com\/blog\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/emoneyadvisor.com\/blog\/financial-planning-research-roundup-april-2021\/#primaryimage\",\"url\":\"https:\/\/emoneyadvisor.com\/blog\/wp-content\/uploads\/2021\/05\/Advisors_discussing_financial_figures.png\",\"contentUrl\":\"https:\/\/emoneyadvisor.com\/blog\/wp-content\/uploads\/2021\/05\/Advisors_discussing_financial_figures.png\",\"width\":573,\"height\":360,\"caption\":\"Advisors discussing financial figures\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/emoneyadvisor.com\/blog\/financial-planning-research-roundup-april-2021\/#webpage\",\"url\":\"https:\/\/emoneyadvisor.com\/blog\/financial-planning-research-roundup-april-2021\/\",\"name\":\"Financial Planning Research Roundup: April 2021 - eMoney Advisor\",\"isPartOf\":{\"@id\":\"https:\/\/emoneyadvisor.com\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/emoneyadvisor.com\/blog\/financial-planning-research-roundup-april-2021\/#primaryimage\"},\"datePublished\":\"2021-05-03T15:55:49+00:00\",\"dateModified\":\"2021-05-03T15:55:49+00:00\",\"description\":\"Read to see what was on eMoney Advisor's radar in April for financial planning research.\",\"breadcrumb\":{\"@id\":\"https:\/\/emoneyadvisor.com\/blog\/financial-planning-research-roundup-april-2021\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/emoneyadvisor.com\/blog\/financial-planning-research-roundup-april-2021\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/emoneyadvisor.com\/blog\/financial-planning-research-roundup-april-2021\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Thought Leadership\",\"item\":\"https:\/\/emoneyadvisor.com\/blog\/blog\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Financial Planning Research Roundup: April 2021\"}]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Financial Planning Research Roundup: April 2021 - eMoney Advisor","description":"Read to see what was on eMoney Advisor's radar in April for financial planning research.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/emoneyadvisor.com\/blog\/financial-planning-research-roundup-april-2021\/","og_locale":"en_US","og_type":"article","og_title":"Financial Planning Research Roundup: April 2021 - eMoney Advisor","og_description":"Read to see what was on eMoney Advisor's radar in April for financial planning research.","og_url":"https:\/\/emoneyadvisor.com\/blog\/financial-planning-research-roundup-april-2021\/","og_site_name":"eMoney Advisor","article_publisher":"https:\/\/www.facebook.com\/eMoneyAdvisor\/","og_image":[{"width":573,"height":360,"url":"https:\/\/emoneyadvisor.com\/blog\/wp-content\/uploads\/2021\/05\/Advisors_discussing_financial_figures.png","type":"image\/png"}],"twitter_card":"summary_large_image","twitter_site":"@eMoneyAdvisor","twitter_misc":{"Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Organization","@id":"https:\/\/emoneyadvisor.com\/blog\/#organization","name":"eMoney Advisor","url":"https:\/\/emoneyadvisor.com\/blog\/","sameAs":["https:\/\/www.instagram.com\/emoney.advisor\/","https:\/\/www.linkedin.com\/company\/emoney-advisor","https:\/\/www.youtube.com\/user\/eMoneyAdvisor","https:\/\/www.facebook.com\/eMoneyAdvisor\/","https:\/\/twitter.com\/eMoneyAdvisor"],"logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/emoneyadvisor.com\/blog\/#\/schema\/logo\/image\/","url":"https:\/\/emoneyadvisor.com\/blog\/wp-content\/uploads\/2020\/05\/emoney-logo.jpg","contentUrl":"https:\/\/emoneyadvisor.com\/blog\/wp-content\/uploads\/2020\/05\/emoney-logo.jpg","width":2500,"height":808,"caption":"eMoney Advisor"},"image":{"@id":"https:\/\/emoneyadvisor.com\/blog\/#\/schema\/logo\/image\/"}},{"@type":"WebSite","@id":"https:\/\/emoneyadvisor.com\/blog\/#website","url":"https:\/\/emoneyadvisor.com\/blog\/","name":"eMoney Advisor","description":"Heart of Advice Blog","publisher":{"@id":"https:\/\/emoneyadvisor.com\/blog\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/emoneyadvisor.com\/blog\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/emoneyadvisor.com\/blog\/financial-planning-research-roundup-april-2021\/#primaryimage","url":"https:\/\/emoneyadvisor.com\/blog\/wp-content\/uploads\/2021\/05\/Advisors_discussing_financial_figures.png","contentUrl":"https:\/\/emoneyadvisor.com\/blog\/wp-content\/uploads\/2021\/05\/Advisors_discussing_financial_figures.png","width":573,"height":360,"caption":"Advisors discussing financial figures"},{"@type":"WebPage","@id":"https:\/\/emoneyadvisor.com\/blog\/financial-planning-research-roundup-april-2021\/#webpage","url":"https:\/\/emoneyadvisor.com\/blog\/financial-planning-research-roundup-april-2021\/","name":"Financial Planning Research Roundup: April 2021 - eMoney Advisor","isPartOf":{"@id":"https:\/\/emoneyadvisor.com\/blog\/#website"},"primaryImageOfPage":{"@id":"https:\/\/emoneyadvisor.com\/blog\/financial-planning-research-roundup-april-2021\/#primaryimage"},"datePublished":"2021-05-03T15:55:49+00:00","dateModified":"2021-05-03T15:55:49+00:00","description":"Read to see what was on eMoney Advisor's radar in April for financial planning research.","breadcrumb":{"@id":"https:\/\/emoneyadvisor.com\/blog\/financial-planning-research-roundup-april-2021\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/emoneyadvisor.com\/blog\/financial-planning-research-roundup-april-2021\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/emoneyadvisor.com\/blog\/financial-planning-research-roundup-april-2021\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Thought Leadership","item":"https:\/\/emoneyadvisor.com\/blog\/blog\/"},{"@type":"ListItem","position":2,"name":"Financial Planning Research Roundup: April 2021"}]}]}},"_links":{"self":[{"href":"https:\/\/emoneyadvisor.com\/blog\/wp-json\/wp\/v2\/thought_leadership\/6188","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/emoneyadvisor.com\/blog\/wp-json\/wp\/v2\/thought_leadership"}],"about":[{"href":"https:\/\/emoneyadvisor.com\/blog\/wp-json\/wp\/v2\/types\/thought_leadership"}],"author":[{"embeddable":true,"href":"https:\/\/emoneyadvisor.com\/blog\/wp-json\/wp\/v2\/users\/61"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/emoneyadvisor.com\/blog\/wp-json\/wp\/v2\/media\/6189"}],"wp:attachment":[{"href":"https:\/\/emoneyadvisor.com\/blog\/wp-json\/wp\/v2\/media?parent=6188"}],"wp:term":[{"taxonomy":"thought_leadership_cat","embeddable":true,"href":"https:\/\/emoneyadvisor.com\/blog\/wp-json\/wp\/v2\/thought_leadership_cat?post=6188"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}