Executives from RIAs, broker-dealers, family offices and banks believe challenges facing the industry will force them to better serve clients’ emotional needs, according to a new study.
More than 80% of wealth management leaders surveyed at Fidelity Clearing & Custody Solutions annual client forum agreed with the statement that their firms need to “deliver value in a different way than we do today.” Tension around fees, the fiduciary rule and new technologies have roiled the industry, according to Fidelity.
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