The trends creating demand for financial advice and how financial advisors can take advantage.
Times of flux bring opportunity. In today’s current economic landscape, the investing public needs advice to navigate accelerating change from four main macro trends:
- Shifts across different generations are creating unique opportunities
- Regulatory changes, while painful for advisors, have created greater investor trust in the industry1
- Clients’ needs are becoming increasingly complex
- Technology has enabled investor access to more information, but it could be causing information overload
In this white paper, we take a deep dive into each of these factors and offer suggestions for how financial advisors can seize the opportunity at hand.