Adapting their offerings is key to remaining relevant.
Professional Adviser: Are advisers prepared for the next generation of wealth owners?
Advisers must evolve to meet future generations’ demand for personalized financial advice. According to our Global Head of Investment Solutions J. Womack, "Staying relevant means evolving beside their clients." He “believes it is ‘critical’ that advisers connect with their clients through hyper-personalized alignment of their preferences and portfolios… Adopting an integrated technology and operations infrastructure that helps to meet these goals is [important] to delivering the customer experience that the next generation requires.”