Thank you for reading Financial Planner Perspectives on a Profession in Transition, conducted in partnership with Allianz Life Insurance Company of North America (Allianz Life). This cutting-edge research found that planners aim to be more client-centered and collaborative in their approach to the planning process, while also adapting their businesses and operations.

To help you prepare your firm for the future, we offer these complimentary resources from the Financial Planning Association and the Journal of Financial Planning.