Expanding Horizons: Driving Convergence of Wealth Management and Retirement PlanningExpanding Horizons: Driving Convergence of Wealth Management and Retirement Planning
Advisors look toward holistic client-focused strategies with converging retirement planning and wealth management.
October 4, 2023
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Sponsored by Marsh McLellan
Financial advisors are undergoing a transformative shift, focusing on long-term planning as markets regain stability. A survey by Wealth Management IQ and Marsh McLennan Agency reveals a noticeable trend towards hybrid services that combine retirement planning and wealth management, driven by increasing client demands for comprehensive financial guidance.
The survey looks at:
Convergence offerings are up 5% and gaining momentum
How advisors are utilizing hybrid models to achieve growth
Making technology a critical tool in offering integrated services
How M&As fit into long-term planning
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