Thank you for sharing!

Your article was successfully shared with the contacts you provided.
A wealthy family walks toward its jet (Credit: Thinkstock)

With everything going on — the COVID-19 pandemic, working from home with children and pets, and global economic uncertainty — it can be a struggle for advisors to maintain and grow their businesses. As Capgemini acknowledges in its recently released World Wealth Report 2020, advisory firms have been “tossed” into “unchartered waters” this year.

But after reading the report and listening to the related virtual discussion on the state of the wealth management industry, which I had the honor to help create, I am at the same time optimistic for advisory firms.

Complete your profile to continue reading and get FREE access to BenefitsPRO.com, part of your ALM digital membership.

Your access to unlimited BenefitsPRO.com content isn’t changing.
Once you are an ALM digital member, you’ll receive:

  • Critical BenefitsPRO.com information including cutting edge post-reform success strategies, access to educational webcasts and videos, resources from industry leaders, and informative Newsletters.
  • Exclusive discounts on ALM, BenefitsPRO magazine and BenefitsPRO.com events.
  • Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com

Already have an account?


Join BenefitsPRO

Don’t miss crucial news and insights you need to navigate the shifting employee benefits industry. Join BenefitsPRO.com now!

  • Unlimited access to BenefitsPRO.com - your roadmap to thriving in a disrupted environment
  • Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com
  • Exclusive discounts on BenefitsPRO.com and ALM events.

Already have an account? Sign In Now
Join BenefitsPRO

Copyright © 2021 ALM Media Properties, LLC. All Rights Reserved.