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SunGard Identifies Ten Trends for 2010 in Wealth Management
Blaine Maxfield, chief operating officer of SunGard’s wealth management business, said, “Firms are focused on adapting and evolving their business models to meet the changing needs of their clients, as well as effectively aligning their internal operations to improve efficiencies and workflows throughout the organization. As a result, firms will continue to emphasize asset growth strategies, while reducing costs through advisor productivity and self-service technologies. Increased communication with investors will also help wealth managers to increase transparency and solidify their role as a trusted advisor.”
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