The Fountain of Growth

The Fountain of Growth

Demographic transformation in wealth management

In this edition, we examine the demographics confronting the retail wealth management industry.

As the average age rises for both financial advisors and their clients, the industry is undergoing a fundamental demographic transformation, impacting both advisors and wealth management firms.

These insights can help advisors and firms gain a clearer picture of the opportunities and risks inherent in their books of business in terms of the demographic shifts occurring in the industry.

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