白皮书
已发布: 17 七月 2024

The Future of Financial Advice

As the world grapples with rapid technological advancements, demographic shifts and evolving consumer expectations, the landscape of financial advice is undergoing a profound transformation.

As the world grapples with rapid technological advancements, demographic shifts and evolving consumer expectations, the landscape of financial advice is undergoing a profound transformation.

Traditional models of financial advice are being reevaluated in light of these changes, pushing the industry towards innovative practices that could significantly enhance the financial well-being of individuals globally. This white paper delves into the transformative trends in financial advice, drawing on insights from industry leaders, academics and policy-makers. It emphasizes the pivotal role of financial advice in major life decisions – from retirement planning to debt management and investment strategies.

Addressing the challenges of this dynamic era, the paper calls for technological innovation, enhanced financial literacy and a holistic approach that promotes inclusivity and transparency. The ultimate goal is to empower individuals to make informed financial decisions that facilitate long-term financial stability and well-being.

许可和重新发布

世界经济论坛 报告 可依照 知识共享 署名-非商业性-非衍生品 4.0 国际公共许可协议 ,并根据我们的 使用条款 重新发布。

关于我们

  • 我们的任务
  • 我们的历史
  • 领导团队
  • 影响力

加入我们

快捷链接

语言版本

隐私政策和服务条款

站点地图

© 2025 世界经济论坛