“The consumer is being trained to look for choice, to get personalization.”

CNBC covers findings from our whitepaper, “Advisory Firms in 2030: The Innovation Imperative.”  John Anderson, Managing Director, Practice Management Solutions at Independent Advisor Solutions by SEI, lends his insights on the changing investor and how advisors should be thinking about adjusting their business models and practices moving forward.

Read the full article here

Legal Note

Independent Advisor Solutions is a strategic business unit of SEI Investments Company (SEI).