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  "documentTitle": "Building a Future-Ready Investment Firm",
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      "text": "Over the next 3 years: 63% of wealth executives say specialization of advisors will increase. 45% of wealth executives believe that the importance of personal interaction with clients will grow.",
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      "text": "IQ17d. In the next three years, in which areas do you believe a personal advisor will deliver the greatest value to you? IQ26. Which of the following advisory services do you use now... PQ8. Over the next three years, how do you expect the investment advisor experience to change...",
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      "text": "Where investors see greater value from advisors: Provide investment advice that I trust (46%), Provide innovative investment ideas (33%), Be available when I need them (33%), Help me meet my holistic financial goals (33%), Understand and support my lifestyle/needs (31%), Handle administrative investment activities (28%), Maintain friendly, personal relationships (25%)",
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      "text": "Specialized advice investors will use in 3 years: Legal advice and tax planning (44%), Advice on specialized investing (33%), Planning and financial services for business (32%), Advice on sustainable investing (32%), Advice on retirement planning (31%), Estate and philanthropic planning (20%)",
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