Discover how financial advisors are shifting their focus from immediate market worries to long-term strategies as markets rebound. A survey conducted by Wealth Management IQ in partnership with Marsh McLennan looks at the convergence of retirement planning and wealth management. The results of this research are available as a downloadable report and on-demand webinar.

Together these resources explain why:

• Advisors are diversifying growth strategies, including tapping into institutional client opportunities.
• More than 79% of firms are now adopting hybrid models, a significant increase from 74% last year.
• Technology has become a pivotal role in scaling advisory firms and integrating services for a holistic approach.
• The focus on long-term strategies and succession planning is continually evolving.

Sponsored by