Insurers seem to have missed a step in how they communicate with clients about financial planning. Technology has democratized wealth management, making financial advice accessible to any household regardless of their investable assets or income amount. “Robo-advisors” offer automated investment solutions; commission-free trading exists for some investment products; and the evolution of planning tools, investment research, and apps have reduced the need for financial advisors for the self-directed types.
Inside the insurance broker-dealer transformation white paper, you’ll learn:
What’s inside:
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