Introduction A transformation of the wealth management industry is underway. Fueled by the growing adoption of automated investment technology, the impending transfer of wealth to Millennials, and an evolving regulatory landscape led by the Department of Labor, these changes will redefine how investment advice is delivered and reshape the competitive landscape, creating a new set of “haves” and “have-nots” in the process. This transformation has resulted in mounting industry headwinds including margin compression, shifts in client expectations, and additional regulatory requirements, but has also created opportunities for forward-thinking advisors. These advisors recognize that today’s investor views financial advice with a skeptic’s eye, expects to engage with their wealth managers digitally, and demands customized guidance and services. Bespoke Client Risk Alignment – An Introduction to Totum’s Multi-Dimensional Risk Framework]]>

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