The financial advice industry has gone through many changes recently, including a substantial increase in the standards needed to provide financial advice. This, in turn, has meant many advisors and advisory firms have exited the industry, making access to advice more difficult for clients.
Without new in-house wealth capabilities we are excited to be able to assist our clients with access to high-quality financial advice now and into the future.
We will be sharing much more about our wealth services in the coming months along with resources, education and our thoughts.