Expanding Horizons: Driving Convergence of Wealth Management and Retirement Planning
Sponsored Content Practice Management Expanding Horizons: Driving Convergence of Wealth Management and Retirement Planning Advisors look toward holistic client-focused strategies with converging retirement planning and wealth management. Financial advisors are undergoing a transformative shift, focusing on long-term planning as markets regain stability. A survey by Wealth Management IQ and Marsh McLennan Agency reveals a noticeable trend towards hybrid services that combine retirement planning and wealth management, driven by increasing client demands for comprehensive financial guidance.
The survey looks at:
- Convergence offerings are up 5% and gaining momentum
- How advisors are utilizing hybrid models to achieve growth
- Making technology a critical tool in offering integrated services
- How M&As fit into long-term planning
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TAGS: Research / WMIQ Retirement Planning Related Sponsored
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Originally posted on: https://www.wealthmanagement.com/practice-management/expanding-horizons-driving-convergence-wealth-management-and-retirement-planning