Sunday, April 14, 2024
HomeLife Insurance5 Traits That Are Powering Advisor Development

5 Traits That Are Powering Advisor Development


Envestnet’s market intelligence workforce has recognized key themes and developments that it says will energy advisor progress and form the monetary recommendation business in 2024 and past.

The workforce analyzed market knowledge, third-party analysis and a survey that the agency fielded earlier this 12 months for a report that highlights the evolving panorama of economic advisory companies and the growing function of expertise within the sector.

“The wealth administration market has lengthy confronted challenges with fragmented expertise and inefficient workflows,” Chris Shutler, Envestnet’s head of strategic growth and market intelligence, mentioned in an announcement. “To not solely enhance service supply but additionally keep aggressive, it’s essential for corporations and advisors to maintain tempo with these developments, addressing challenges via a holistic, built-in platform.”

See the accompanying gallery for 5 developments which might be reshaping monetary recommendation, in line with Envestnet.

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