The Augmented Advisor

Wealth management through the pandemic: The surprising value of personal advice.


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Kieran Bol, Head of Platform Operations at PriceMetrix by McKinsey shares lessons from the company's data on 70,000 advisors.

Learn how our industry has fared through the pandemic. How advisors are growing (or not) and where value is actually being created for clients.

Read a summary of the firm's 2020 State of North American Retail Wealth Management report.

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The Augmented AdvisorBy Blueleaf