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Opportunities for the Modern Advisor

While emerging challenges to the advisor industry are increasingly evident, there are opportunities to remain competitive and continue to add value. Two such areas of opportunity are technology and alternative investments.



In this E-guide, you'll find:


ADAPTING TO SHIFTING CUSTOMER EXPECTATIONS


When it comes to investing, Millennials are very different from their Baby Boomer parents. As wealth passes from one generation to another, advisors need to adapt to their new target audience by creating operational efficiencies providing an elevated customer experience. 

 

CHALLENGES HINDERING TECHNOLOGY ADOPTION


The financial planning industry is notoriously slow at implementing new technologies. There are many reasons for this slow adoption: strict compliance regulations, cybersecurity concerns, high costs and more. However, intrepid advisors stand to gain a potential competitive advantage by hopping on the technology train early.


A NEW WAY TO SOURCE & EXECUTE ALTERNATIVES


With new straight through processing technology tools for alternative investments, advisors can skip the paperwork with a streamlined online process. The result is alternative investments that are completed in days instead of weeks, which means a reduction in administrative rework and cycle time for advisors.