The Evolution Of Financial Advisors From Generalists To Specialized Strategists

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News Source : Forbes

News Summary

  • The role of a financial advisor has evolved to become a one stop shop for all financial needs whether that be estate planning, financial planning, risk management or structured solutions
  • In a world where clients can access low-cost investment solutions through roboadvisors, advisors must differentiate themselves by offering tailored, high-touch services
Written by Jason Katz, Private Wealth Advisor and Managing Director at UBS Financial Services; and Jordan Ricciardi, Senior Wealth Strategy Associate for Katz Wealth Management UBS Financial Services [+8074 chars]

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