In times of uncertainty, a robust financial plan acts as the cushion to safeguard organizations and people from financial contingencies. To tide over the uncertainties accompanying rapid digitization, economic upheaval, market swings, and mass disruptions like the ongoing COVID-19 pandemic, financial planning has emerged as the most crucial must-have element for businesses as well as individuals.
Proper financial planning, which possesses the ability to adjust to unforeseen circumstances, is indispensable for organizations looking to defend themselves from unfavorable market forces. Moreover, in recent times, financial advisory companies are increasingly focusing on clients’ desiring a financial plan that incorporates life-stage financial planning, values-based planning, and long-term wealth creation and holistic well-being. Traditionally catering to organizations, high net worth individuals (HNI), and ultra-high net worth (UHNW) households, financial advisors are now rushing to serve other affluent customer segments, seeking to meet their need to balance the transactional and emotional aspects of their lives.
With new markets to serve and different advising preferences, financial advisors are more than willing to design financial plans that match the clients’ varying risk profiles and keep pace with the industry’s quick rate of change. On that note, a distinguished panel of CEOs, CIOs, CFOs, VCs, and other thought leaders from the industry, along with the editorial board of Financial Services Review, has selected the leading financial advisory companies looking to offer their expertise to the widest market possible.
In this edition, we present Financial Services Review’s “Top 20 Financial Advisory Companies - 2022. ”
