Disruptive Changes in Affluent Investors

Bill Hortz's picture

"We are seeing affluent investor expectations for advice shifting to a more financial wellness orientation, and advisor performance will likely be based on a broader client experience measurement." - David Thompson, Phoenix M

Strategically Outsourcing Your Middle Office

Bill Hortz's picture

 "An advisory firm should consider, in this extremely competitive and changing environment, strategically focusing their efforts on where they can build more differentiation and create greater impact with clients." Mike 


Sign Up for Your Free Innovation Newsletter