The need to go beyond advice in wealth management 

Shifting client needs, amplified by an uncertain economic global outlook, have accelerated the imperative to move to new advice models. Financial planning is foundational but insufficient. The advice that clients need today is broader than what traditional financial planning can deliver.  

Clients need help navigating the growing complexity of their daily financial lives. This requires advisors to integrate personalization into their overall financial planning approach and address specific needs, such as protection and risk management, cash flow planning, and budgeting. An array of innovation is allowing firms to redefine client relationships, deliver unique advice propositions, and personalize financial advice at scale. 

Join Aite-Novarica Group and Accenture for a dinner discussion to explore key elements of the new advice models and how to transform existing wealth management businesses to embrace this new paradigm.  

Why attend: 

• Discover how new advice models could address the unmet needs of today’s consumers. 
• Network and exchange ideas with industry colleagues to learn how to move advice propositions to the next level and manage organizational changes. 
• Hear from Aite-Novarica Group about how successful financial advisors create financial wellness for their clients.