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      "text": "1. Digitally transform client advice and experience; 2. Make client diversity a business opportunity; 3. Drive performance through AI and digital innovation; 4. Rethink offerings for the next investment era; 5. Adapt business models and market positioning",
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      "text": "To cope with these disruptive changes, wealth management firms will need to transform their strategies around clients, advice, products and services, and business models. Becoming future ready will require that they fully embrace digital and business innovation—and for many, accelerate their transformation programs so they don't fall behind. Our research identifies five critical steps that firms should take to thrive in the next era of investing. Each step is covered in the remainder of the report, designed to be an operating guide for investment firms seeking to stay profitable and competitive in a fast-changing marketplace.",
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