The wealth management industry is evolving very rapidly, and client expectations are shifting. Technology is playing a bigger role, and alternative investments are becoming more mainstream. Understanding these trends is crucial for financial advisors who want to stay ahead.
With that in mind, CEG Insights surveyed more than 2,500 affluent investors on a range of topics about their investing and their advisor relationships. We identified seven key trends occurring in wealth management that all advisors need to be aware of so they can position themselves for greater success in the coming years.
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