Issue link: https://resources.envestnet.com/i/1528375
About this survey This is the fourth wave of this survey, first done in 2015. The web-based survey was conducted in 2023 and received 600 responses. Respondents came from numerous sources and represent a range of advisors, from Registered Investment Advisors to Independent Broker Dealers and Financial Service Firms. DISCLAIMER The information, analysis, and opinions expressed herein are for general information only. Nothing contained in this document is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Investing carries certain risks and there is no assurance that investing in accordance with the portfolios or strategies mentioned will provide positive performance over any period of time. Investors could lose money if they invest in accordance with the portfolios or strategies discussed herein. Past performance is not indicative of future results. The services and materials described herein are provided on an 'as is' and 'as available' basis, with all faults. The graphical illustrations herein do not represent client information or actual investments. Nothing contained in this presentation is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Envestnet MoneyGuide disclaims all warranties, express or implied, including, without limitation, warranties of merchantability or fitness for a particular purpose, title, non-infringement or compatibility. Envestnet MoneyGuide makes no representation or warranties that access to and use of the internet while utilizing the services as described herein will be uninterrupted or error-free, or free of viruses, unauthorized code or other harmful components. Envestnet MoneyGuide reserves the right to add to, change, or eliminate any of the services and/or service levels listed herein without prior notice to the advisor or the advisor's home office. © 2024 Envestnet, Inc. For home office and advisor use only. Not for distribution to the public. Interested in learning more about comprehensive or modular financial planning software? Visit MoneyGuide.com or call 1-800-841-5312 to request a demo, schedule a free consultation, or to learn more. 13 FOR HOME OFFICE AND ADVISOR USE ONLY. NOT FOR DISTRIBUTION TO THE PUBLIC.