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Linguaholic

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I research current changes in wealth management because the financial industry now faces three major forces, which include technological advancement, shifting client expectations, and new investment models.  What do you consider to be the major factors that currently drive changes in this industry?  I want to study both academic research and practical applications about wealth management research topics that examine innovation and risk management, and customized financial planning.  Which new research trends or existing research gaps do you consider most valuable for further investigation?

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