This year when we set out to see how the top firms fared in wealth management in our annual broker-dealer survey, we also wanted to see what those wirehouse and regional firms are doing to make sure they hold onto those top slots.
And the results were surprising. When it comes to key areas like training the next generation, succession planning for retiring advisors, adopting new technology tools or tackling new regulatory rules, all of these firms are approaching these tasks head on.
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