To better understand what lies ahead for financial advisors in 2024, Arizent – parent company of Financial Planning – surveyed our subscribers on key factors impacting the wealth management industry such as artificial intelligence (AI), market volatility, the economy and geopolitical instability. During this timely web seminar, our research and editorial teams share highlights of the findings including how advisors plan to adjust their go-to-market strategies in the coming year.
Our experts discuss:
- The biggest factors concerning the industry (e.g., economy, foreign wars, crypto, etc.)
- The tactics advisors are using for client acquisition, fee structures, costs, etc.
- The expected impact of, and usage plans for, AI
- The impact of market volatility on advisors' retirement plans
Don't miss this opportunity to hear what your peers are thinking and doing as the new year approaches paired with thoughtful analysis by your Financial Planning team.
