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BLOGS. March 3, 2023

Beyond the Portfolio: Wealth Managers and Holistic Financial Advice

Historically, wealth management firms focused most of their time and energy on their clients’ security portfolios. Today, however, clients are looking to wealth managers for a more holistic approach to their financial lives. Financial planning across the spectrum of accumulation and at retirement is a critical imperative for today’s investors. They are less concerned about hot mutual funds than about planning for their life aspirations. As Cerulli Associates has noted, “The most successful firms in the wealth management space are those that add value beyond the realm of investment management. Providing expanded services can set firms apart by not only improving the client experience but also by building relationships across generations.”

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