The research and advisory firm Forrester found that adapting to new technologies is paramount to financial services firms.
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With the Great Wealth Transfer in full swing, advisors need to be ready for younger clients who are more mobile, according to a survey.
Parents and family members are Gen Z’s No. 1 source for financial advice, even topping social media influencers.
While they can’t predict the future, financial advisors are placing their bets on active investments, quantum computing, and more.
As retail investors booms, advisors are balancing full-service offerings with more hands-on advice options.
Investors have plenty of choices to gain exposure to the Magnificent 7, depending on how much risk or reward they choose to take.