Key Takeaways Investment in technology platforms is enhancing adviser efficiency and client satisfaction, likely leading to increased earnings and operational efficiency. Strong adviser recruitment and banking product expansion are expected to drive revenue growth and increase market share in wealth management.
Key Takeaways Shift from deposits to investment products and expanded bank offerings will drive revenue and attract client deposits and lending opportunities. Investments in technology and capital return strategies are expected to improve efficiency, enhance EPS growth, and boost adviser productivity.