A new WMIQ study on retirement planning, conducted in collaboration with annuity provider Midland Advisory, found more than 3/4 of potential clients feel it’s important for advisors to be fiduciaries and nearly 2/3 prioritize retirement expertise.
Advisors had to adapt virtually overnight to remote work during COVID-19. Now they have a once-in-a-life opportunity to capitalize on the technology transformation they befitted from.
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