Hybrid investors are a retention risk advisors can't afford to ignore
AI SummaryAI-generated — verify against the source.New data from Coalition Greenwich reveals that nearly 25% of affluent clients are now 'hybrid investors,' splitting assets between professional advisors and self-directed platforms. This trend poses a significant retention risk for advisors, suggesting that firms must leverage AI-driven personalization and digital engagement tools to remain competitive and provide value that DIY platforms cannot match.
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