[The ardent reporting on the $84.4 trillion Great Wealth Transfer now underway needs to specifically underline that there is much more at play here than just a repositioning of money. It requires thinking beyond assets, into relationships.
[Practical criteria for discerning the value of modern investment technology are not only found in the structure of the technology itself; it can also be measured by the flexibility of the tool and range of applications it can address.
[The swift rise of more than 14,000 global ETFs, including 4,400 in the U.S., has propelled the $15 trillion ETF market into one of the fastest-growing areas of finance.
[Client expectations for financial services are rapidly evolving and forcing advisors to rethink their traditional business models and become more strategic in their outreach and messaging.
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