Wealth and Asset Management
Wealth Managers Face a Build, Buy, or Outsource Decision as They Move Upmarket
Moving upmarket demands that wealth management firms adopt a wider service menu, but the capabilities that matter most, such as tax, trust, and estate planning, are also the costliest to scale and the most likely to be outsourced. According to the latest Cerulli Edge—U.S. Advisor Edition, Cerulli expects firms that…
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