The Bigger Picture – Planning for Financial Wellness Up & Down the Wealth-Complexity Curve
The shift from focusing on investment returns to helping clients attain financial wellness is here. Traditional advice channels are facing pressure from digital alternatives and clients who demand more from their advisors. Although advisors want to be their clients’ trusted advisor, the industry struggles to make comprehensive wealth planning accessible and efficient. In this session, James Fraser will discuss trends and opportunities facing the industry as a broader and growing market embraces comprehensive planning.