According to a new report by Cerulli Associates, it’s during times of economic downturn that advisors need to reinforce the value of long-term portfolio management.
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Wealth management providers in the banking industry must highlight their stability to maintain their market position, says Cerulli.
Companies need to adopt practices more common at wirehouses and RIAs to better retain talent.
Treasure Financial, one of the few RIAs focused on managing businesses’ idle cash, is on track to reach $1 billion in assets by the end of the year.
The new tool is just one of several AI applications that the company plans to introduce in the coming years.