Wealth Managers Prioritize Client Engagement and Staff Retention in 2026, Says WTW
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Willis Towers Watson's research reveals that wealth managers are focusing on client engagement and staff retention as key priorities for 2026. The study, involving 250 professionals from 27 countries, indicates that 51% prioritize stronger client relationships, while 40% cite talent retention as a major challenge. Regional differences are noted, with Asia and Europe driven by entrepreneurial wealth, and the UK and North America focusing on inherited wealth. The report highlights the importance of adapting strategies to meet evolving client expectations amid digital transformation and the demand for sustainable investments.
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