Growth to be driven by shifting client expectations, digital tools and stronger engagement models.

Financial planning is now a core service offered by many financial advisers, who are also expanding these offerings to meet rising market demand, according to the latest Cerulli Edge-US Adviser Edition report. The study comes at a time when retail direct providers (self-directed brokerage) have grown at a five-year compound annual growth rate (Cagr) of 14.3% The report highlighted that advisers expect 54% of clients will receive comprehensive, ongoing planning advice by 2027, up from the cur