Ranked as one of Nelson’s “Top 20” Money Managers, NWQ maintains hundreds of thousands of client documents each year. Whenever they created or used one, an employee would walk to the file room, and retrieve it or put it back. This was time consuming, insecure, and let only one manager access the file at a time. Using Nuance, NWQ files are now scanned and stored automatically in a secure central repository. Get this short case study, and you too will learn more about how this solution from Nuance Document Imaging helps businesses like NWQ work faster and more securely for their clients every day.
Over the next 50 years, more than $41 trillion in assets will be transferred from one generation to another. However, studies forecast an attrition rate of more than 50% in intergenerational transfers of wealth because surviving spouses and the younger generation of heirs don’t necessarily want to work with the same financial advisor.How can advisors avoid this attrition, and even better, capitalize on this looming wealth transfer, turning it into an opportunity?The white paper suggests actual implementable solutions to the wealth transfer problem, leading to more personalized counseling for clients, and the potential for added assets for advisors.