Financial advisors are undergoing a transformative shift, focusing on long-term planning as markets regain stability. A survey by Wealth Management IQ and Marsh McLennan Agency reveals a noticeable trend towards hybrid services that combine retirement planning and wealth management, driven by increasing client demands for comprehensive financial guidance.
The survey looks at:
- Convergence offerings are up 5% and gaining momentum
- How advisors are utilizing hybrid models to achieve growth
- Making technology a critical tool in offering integrated services
- How M&As fit into long-term planning
Download the report to learn more.