Technology and the Future of Advice: Addressing Evolving Investor Needs

Financial advisors must stay ahead of investors' changing needs and expectations. Learn why this requires expanding beyond a financial-assets-and-liabilities mentality, exploring opportunities for deeper conversations about aspirations and goals for a holistic approach to financial planning.


This paper explores the role of technology in optimizing advisor productivity to build better, more personalized relationships that address clients' evolving needs and improve investment outcomes. 

Key Points:

  • Clients' most valued aspect of their wealth management experience is personalized advice from a trusted advisor
  • A pivot to holistic advice offers advisors the ability to deepen their understanding of clients' concerns
  • Technology will transform the basis of advisory relationships from being centered on products to managing progress from the clients' perspective


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