Technology has made customization operationally viable across entire books of business. But the real opportunity lies in how it reshapes the advisor/client relationship. When complexity is handled behind the scenes, advisors can focus on deeper conversations, clearer guidance, and lasting alignment.
Here are five conversation starters to engage your clients during these challenging times.
The future of equity investing is changing and will soon be driven by personalization. Discouraged by the lack of personalization in many ETFs and mutual funds, clients will move towards direct indexing and customized SMAs.
