 We have seen the advice profession, and the broader industry, undergo incredible change, expanding advisers' choices for how they run their practices — from the advent of strategic acquirers and functional outsourcers to serving the emerging affluent and digitizing advice. The next five years will bring more change and likely present even more solutions and at an increasingly rapid pace, bringing greater efficiencies and higher margins to many advisers' practices."David Canter, executive vice president, practice management and consulting, Fidelity Institutional Wealth Services. |
