Looking for ways to grow your AUM? This white paper covers six distinct strategies for growing your AUM and shows you how to:Aggregate critical information from multiple systemsEngage clients using social, mobile and cloud technologyBuild deeper relationships with clients, their family, and trusted advisors
The wave of millennials entering the market are putting pressure on financial advisors to use newer technologies in managing their money. They are also pushing even Gen Xers and baby boomers toward more modern financial tools. What does this mean for contemporary wealth management and how can financial planners respond?