Is the Advisor Market Consolidating?

There’s been consolidation – and talk about consolidation – as long as I can remember among recordkeepers.  More recently, certainly since the advent of the fiduciary rule, that the advisor marketplace is consolidating. 

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* 1. Are you seeing consolidation in the advisor marketplace?

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* 2. If you're seeing consolidation, what do you think is driving that trend (check all that apply)?

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* 3. Have you/your firm consolidated in the past two years?

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* 4. If you/your firm has consolidated, what was the PRIMARY reason for doing so?

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* 5. Will/have you voted this year?

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* 6. Did you vote early?

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* 7. If so, have you voted early previously?

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* 8. Other comments about consolidating, reports about consolidating, rumors about consolidating, reasons for consolidating, voting, voting early, not voting, or voting early for the first time, voting generally, or life in general?

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* 9. What is your role working with retirement plans?

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* 10. What size plans do you PRIMARILY work with?

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* 11. Suggestions for future survey questions?

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* 12. All responses are anonymous and confidential, of course - but if you'd like me to know who you are, or allow for a response, you can leave your email below...

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