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As the wealth management industry is staring down an impending wave of advisor retirements, private banks face a two-pronged threat: retirement plus an exodus to independent channels. Banks and trust companies must offset advisor retirements by both attracting new talent and slowing advisor attrition—while competing with the allure of independent advisory models.

What’s inside the article

  • The current state of advisor attrition and why it’s accelerating
  • How technology can empower advisors to focus on clients, not paperwork
  • The impact of integrated, modern platforms on advisor satisfaction and productivity
  • Actionable steps for community banks and trust companies to modernize and compete

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