Developing a Virtual Advisory Service as a Growth Strategy

“Normal” will not return. The new professional playground in wealth management is the digital realm. That requires a change in the way that we think about online engagement. It is not a temporary solution as we wait for the pandemic to go away. It’s how we do business now.

New Challenges on the Horizon for Wealth Management in 2021

Competition in the wealth management space will continue to intensify, particularly when it comes to online client acquisition and retention. Without face-to-face interaction, how will firms differentiate from each other?