Trends to deconstruct your mindset

  • An increased focus on building trust and relationships with the younger generations would help wealth managers retain and grow their existing client bases
  • Wealth management firms would also benefit if their solutions match the younger generations’ unorthodox requirements
  • We believe developing and enhancing robo-advisory solutions will be a step in the right direction for the industry

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Acuity Knowledge Partners

Acuity Knowledge Partners

We write about financial industry trends, the impact of regulatory changes and opinions on industry inflection points. https://www.acuitykp.com/