Research
Investors Want More Diversified Financial Products and Customized Advice from Their Wealth Managers, Accenture Report Finds
North American investors increasingly expect their financial advisors to provide comprehensive and more-personalized wealth offerings, with products that cut across wealth, insurance and banking and align more with their social values, according to a new report from Accenture. The report, titled “The New State of Advice,” is based on a…
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