Advisers no longer have the luxury of kicking the can down the road when it comes to closing the gaps in digital capabilities and innovation, especially if they are looking to capture fresh AUM.
In order to thrive, firms must develop a clear value proposition that will meet the expectations of the next generation — and they need to do it fast.
Article continues after advert
Korrynn Baltzersen is senior vice president of wealth deposits at analytics business Curinos
Page 2 of 2
