Wealth management is undergoing drastic changes, driven by technology advancements, regulatory complexities and increasing client expectations. Clients do not want more data; they want plain and clear insights.
Recent research into behavioral finance and risk management reveals powerful new ways advisors can use to un-commoditize service, satisfy Reg BI and deliver truly personalized services. This new approach, enabled by integrated technology, holds great promise to simplify the complex and differentiate advisors in a sea of sameness, while ensuring that regulatory demands are easily met.
This whitepaper dives into these industry trends and discusses how new advisor technology available today can move clients seamlessly from risk tolerance to the Investment Policy Statement, deliver unprecedented transparency, and enable advisors to run better businesses.
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