50 years ago, we knew that gold was the best store of value. 14 years ago, we knew cryptocurrencies could never hit a $1B market cap. CGI’s Voice of the Advisor survey anticipates what we’ll know tomorrow. Soliciting feedback from practitioners across North America, the VOA deconstructs the behaviours, technologies and strategies being used to drive a successful wealth practice. From innovations in AI to developing valuable offerings in debt management and elder care, CGI’s insights help lay the foundation for the wealth practice of tomorrow.
Drew Brown, CFA®Vice President, Wealth Consulting, Global Wealth & Capital Markets, CGI
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