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How Advisors Are Future-Proofing Their Businesses
October 18, 2024 at 10:20 AM
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What You Need To Know
- Clients are demanding more specialized services while holding high expectations for investment performance.
- Yet optimistic advisors anticipate annualized growth of 12.4% over the next three years.
- Half say that transitioning more clients to model portfolios will free time to deliver financial planning.
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