ThinkAdvisor: 5 trends shaking up advisor value propositions now

The advisor industry is undergoing rapid technological innovation and evolving client expectations. According to our Head of Sales and Experience Erich Holland, “We hear a lot of interesting things from our clients and prospects every day about how their firms are evolving… At SEI, we’ve been serving the independent advisor space for 30 years, and our value proposition has always been about helping advisors allocate their time to the highest-value tasks and efforts. This is more important today than ever before.”

Important information
The following information included in the article can be sourced to BlackRock; Cerulli UHNW & HNW Report, 2022.

• “Some 48% of advisors rank tax optimization as the highest growth opportunity, while 23% of UHNW investors are seeking tax-planning services.”