Elevate your financial advisory—download and watch now!
Expanding Horizons on Convergence |
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| Discover how financial advisors are shifting their focus from immediate market worries to long-term strategies as markets rebound. A survey conducted by Wealth Management IQ in partnership with Marsh McLennan looks at the convergence of retirement planning and wealth management. The results of this research are available as a downloadable report and on-demand webinar. Together these resources explain why: Advisors are diversifying growth strategies, including tapping into institutional client opportunities. More than 79% of firms are now adopting hybrid models, a significant increase from 74% last year. Technology has become a pivotal role in scaling advisory firms and integrating services for a holistic approach. The focus on long-term strategies and succession planning is continually evolving. |
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