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Friday, December 16, 2022

The 2022 WealthStack Survey | Wealth Administration

Wealth managers are coming into 2023 with a pointy give attention to how they will leverage expertise to higher serve their current clients, discover new prospects and construct and strengthen relationships – whereas additionally making their companies as environment friendly and efficient as potential.

They’re involved with assembly shopper wants at a time when traders are hungry for info, apprehensive in regards to the well being of their portfolios, and searching for steering and reassurance.

With markets down, companies are not benefitting from the natural progress that happens at occasions when markets are lifting asset values throughout the board. So wealth managers are far more centered on bettering shopper experiences, cross-selling and referrals.

Companies of all sizes acknowledge that they want new instruments to supply efficient, environment friendly companies within the years forward. Whereas how companies strategy expertise and tech funding is a key determinant of their success in addressing their enterprise targets, the extent of funding by itself doesn’t assure profitable expertise options. To create worth, wealth managers should maximize their expertise spend.

The newest WealthManagement.com WealthStack Examine reveals how advisors, c-suite executives and others throughout the trade are coming into 2023 focused-on-client wants and the expertise that may assist serve them.

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