More than ever when this pandemic subsides, the issue of cybersecurity is going to be front and center for the industry.
What happens to your business when clients decide the love affair with you is over?
Keeping the love between clients and their wealth managersalive over many years can be challenging.
Organizations need to find a way to solve the talent recruitment problem in order to be successful in the future.
Like everything else wealth managers do for clients, investment management is going to change over the next decade.
Advisors need to substantially expand what they do for their clients in the future. Some already are.
To be successful, advisors will need to offer their clients more complex services.
Wealth managers will help guard and monetize it.
What was learned from the 1970s was forgotten in the Internet Age.
Chris Frieden expects national players to dominate the advisory space.
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