SS&C on Near-Term Impacts of Emerging Industry Trends
The most prominent trend in the wealth industry is the transition of advisors to financial life planners. Steve Leivent, Co-General Manager at SS&C Advent, discusses how advisors need to keep up with this evolving role by harnessing technology to increase efficiency and enhance client services. He also offers advice designed to help advisors filter the noise and prioritize their initiatives.
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Originally posted on: https://www.wealthmanagement.com/business-planning/ssc-near-term-impacts-emerging-industry-trends