Case Study

Taking Wealth Management to the Next Level — Advisor Lifecycle Management

Taking Wealth Management to the Next Level — Advisor Lifecycle Management

Pages 6 Pages

Taking Wealth Management to the Next Level — Advisor Lifecycle Management • Cognizant 20-20 Insights Executive Summary Despite growing recession fears, the wealth management industry is growing steadily, driven by the rising high net worth individual (HNWI) population, 1 increasing consumer awareness of investment needs and the emergence of a dazzling array of investment opportunities. This exponential growth has attracted a large number

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