Most CEOs expect the overall number of advisers to shrink over the next five years, according to a new survey of executives at top industry firms. At the same time, these executives anticipate a jump in digital planning services.
About 65% of executives who participated in a poll last month conducted by research and consulting firm Tiburon Strategic Advisors predicted the decline for human planners. The same group of 165 top managers foresee online planning, advice and banking achieving the highest market-share growth among any retail channel over the next five years.
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