The role of wealth management is expanding, driven by rising consumer needs and accelerated by the pandemic. The demand and adoption of financial wellness programs are on the rise, especially in the workplace, as the financial services industry seeks to support employees and clients across their entire household financial balance sheet. But what does that mean for financial advisors?
Listen to our on-demand webinar and hear from Dennis Gallant, Senior Analyst at Aite Group, and Heather Brown, Senior Product Manager, Envestnet | Yodlee, as they discuss and define the emerging financial wellness marketplace and how advisors are expanding their services to address the client’s entire household, and the segments of clients they support.
Discussion topics include:
- Defining financial wellness and the household services provided.
- Trends driving the demand for advice and key advisor challenges/opportunities.
- How financial advisors are supporting holistic advice and positioning their practice and services.
- The critical role of digitalization in providing a client experience and delivering scale.