U.S. wealth segment assets have broken records via strong market performance and generous contributions—U.S. advisor-managed assets grew at a 7.3% 10-year compound annual growth rate (CAGR) through 2023. As a result, financial advisors increasingly are called to do more, and the stakes of client service, acquisition, and retention have never been higher. Success in positioning to account for shifting trends across the financial advice industry can make all the difference in staying ahead of the curve.