Wealth Management
Edge 2026
Survey of Aspiring Advisors
FP Transitions is deeply committed to investing in the future of the financial services profession. Succession planning and the long-term sustainability of independent advisory firms depends on attracting, developing, and retaining the next generation of advisors.
In partnership with The FinServ Foundation, we conducted our second annual student survey to better understand what future advisors value in an employer, how they view career opportunities, and what firms can do to attract and retain emerging talent.
In 2026, we received 100 responses that are helping inform conversations around succession, leadership development, workplace culture, compensation, AI adoption, and the future of advisory firms.
See the Results
FPInsights® Advisor Compensation Study
Join the 800 firms, and 7,000 individuals with over 30 roles to discover how your compensation system can fuel growth, support your team, and increase equity value.
Role benchmark access is free to participants.
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