Insights


Improve Your Productivity and the Client’s Wealth Management Experience


Brie P. Williams
Head of Practice Management, State Street Global Advisors

My portfolio is being constructed by asset managers with more knowledge of the markets                                            88%
My adviser can focus on what really matters to me                                            88%
My portfolio has a track record that fits my risk tolerance                                            86%
My adviser can spend more time helping me make more intelligent financial planning decisions                                            84%
My adviser can be more flexible to my needs                                            82%
I am better protected by a robust compliance structure                                            81%
There is more robust due diligence on my portfolio                                            80%
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