Discover the future of financial advising in our in-depth report. Explore convergence, growth, and tech-driven changes.
| Financial advisors are shifting focus to long-term planning as markets recover. A survey conducted by Wealth Management IQ in partnership with Marsh McLennan Agency reveals a growing trend toward offering hybrid retirement plan and wealth management services, driven by client demand for holistic advice. The report looks at: |
| Why 79% of firms are now adopting hybrid models How advisors prioritize scaling their business to attract institutional clients Long-term planning strategies including sales and consolidation How technology impacts growth |
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