The Healthy Advisor: What’s Driving Advisor Wellbeing with Michael Kitces

Michael Kitces has spent years studying what drives satisfaction among financial advisors, going beyond firm performance metrics to focus on personal wellbeing and career fulfillment. His latest research, the 2025 Advisor Wellbeing Study, reveals how advisor happiness has shifted in recent years and what factors are shaping those changes. Drawing from responses across the industry, the study highlights both encouraging trends and emerging concerns. One of the most notable findings is that overall advisor wellbeing has improved, largely due to more stable work environments and stronger market conditions. But not all advisors are experiencing that progress...