U.S JOLTS, India Elections
Bloomberg Intelligence
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The Evolution of Wealth Management
This chapter explores the transformation of wealth management, the rise of independent registered investment advisors, and the shift towards personalized, goal-based financial planning. It discusses the competition, consolidation, and the importance of tailored solutions in the wealth management industry. Additionally, it highlights the integration of technology, challenges in retirement planning due to longer lifespans, and upcoming trends like artificial intelligence and alternative investments.
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