金融顾问转向基于费用模式和技术整合, 以提高客户的留存率. Financial advisors shifting toward fee-based models and technology integration to improve client retention.

投资执行机构的一份新报告分析了金融咨询行业的趋势,强调向基于费用的模式和技术集成增加的转变. A new report from Investment Executive analyzes trends in the financial advice industry, highlighting a shift toward fee-based models and increased technology integration. 顾问面临着通过个性化服务和透明结构来提高客户留守度的压力. Advisors are under pressure to demonstrate value through personalized service and transparent structures to improve client retention. 报告还指出,越来越多的客户关注ESG投资,并扩大了管理较小资产的客戶群. The study also notes a growing focus on ESG investing and a broadening base of clients managing smaller assets.