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Envestnet’s market intelligence crew has recognized key themes and traits that it says will energy advisor progress and form the monetary recommendation business in 2024 and past.
The crew analyzed market knowledge, third-party analysis and a survey that the agency fielded earlier this yr for a report that highlights the evolving panorama of economic advisory companies and the growing function of expertise within the sector.
“The wealth administration market has lengthy confronted challenges with fragmented expertise and inefficient workflows,” Chris Shutler, Envestnet’s head of strategic growth and market intelligence, stated in a press release. “To not solely enhance service supply but in addition keep aggressive, it’s essential for companies and advisors to maintain tempo with these developments, addressing challenges by means of a holistic, built-in platform.”
See the accompanying gallery for 5 traits which might be reshaping monetary recommendation, in accordance with Envestnet.
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