Wealth Management’s Next Big Hurdle: Bringing an Institutional Process to the Mass Affluent

Increasingly wealth management organizations are adopting a more institutional investment management approach for mass affluent clients that includes bringing institutional-quality tools and data to the advisor and leveraging “Front-to-client” technology to demonstrate a differentiated and objectives driven process. Over the past few years, we’ve seen valuations balloon – making the wealthy wealthier but also making […] The post Wealth Management’s Next Big Hurdle: Bringing an Institutional Process to the Mass Affluent appeared first on Jacobi Strategies .