2021 Advisory Solutions: Expectations and Experiences - Executive Summary

In this year’s four-part series, we explore the trends and gaps that have emerged between client expectations, advisor perceptions, and firm delivery capabilities in the COVID-era environment. We revisit year-over-year behavioral changes and client satisfaction scores—particularly when it comes to quality financial advice and the digital investment solutions that wealth managers have deployed to help advisors and clients navigate the pandemic environment.

Tuesday, July 13, 2021