Investments & Wealth Review - Number 02, 2026

The Advisor-Client Disconnect: Closing the Gaps That Are Stifling Success

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The gap between what advisors offer and what clients actually want is wider than most firms realize, and it is quietly costing them growth. New research examines the disconnect between advisor and enterprise priorities and the strategies clients value most, from communication frequency to service delivery. Firms that close these gaps and realign around investor priorities have a clear path to stronger organic growth and lasting differentiation.

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About Investments & Wealth Review

Investments & Wealth Review is a bimonthly magazine, written by award-winning authors from academic institutions and leading financial firms. Immerse yourself in current industry news and thought-provoking articles on the investment, legal, regulatory, business development, retirement, and wealth management topics that matter most to you and your clients.