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Leveraging client diversity as a business opportunity

Firms are expanding into diverse market segments and global markets, tailoring services to individual client needs, and diversifying their advisor base.

Major new global analysis, conducted by a research coalition comprising FNZ, ThoughtLab, and Deloitte, and incorporating insights from 250 wealth management firms and 2,000 investors, indicates that by 2028, the investment industry will undergo significant transformation. Digital innovation and artificial intelligence (AI) will become crucial elements of success.

The research highlights five key steps wealth management firms are adopting to prepare for the future.

Discover these strategies by watching the video below, which introduces the second trend identified in the study: Leveraging client diversity as a business opportunity.

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