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  "documentTitle": "Wealth and asset management 4.0",
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  "notes": "Includes survey data on work-from-home trends, digital engagement, and infrastructure investment priorities.",
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      "text": "Work for advisors and other staff will become more digitized—and, as a result, digital engagement will become more important than personal interaction for a third of firms.",
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      "text": "Biggest impacts on infrastructure over the next two years: Upgrade tech (38%), Consolidate service centers (37%), Consolidate data centers (34%), Add branches (30%), Consolidate into fewer offices (17%), Decrease branches (13%)",
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      "text": "Percentage of firms: 36%",
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      "text": "PQ10. Over the next two years, which statements about the future of work in the wealth management industry do you believe are true?",
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      "text": "Biggest changes in work over the next two years: Advisors continue to work from home (36%), AI will help target sales (34%), Digital engagement (34%), Culture measurement (33%), Geographic proximity (32%), Web conferencing (31%), Job satisfaction (30%), Operational staff (29%), Purpose-led (28%)",
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      "text": "Over the next two years, firms will reinvent how they get work done",
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