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BLOGS. July 21, 2019
Private investors expect their advisors to look at their financial lives from a holistic perspective. They want financial planning and investment advice that is grounded in an understanding of their life goals, their family situations, their appetite for risk, and their comfort with different types of investments. Delivering this complete wealth picture takes a lot of data and a variety of technology tools. And increasingly, it is a competitive necessity in order to engender client confidence and loyalty across generations.