The wealth management industry is about to undergo "seismic changes" that could include a wave of client departures.
One in four mass affluent investors says they will switch advisory models in the next five years, according to a new study by consulting firm A.T. Kearney.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access