Here’s what the evolving role of financial advisor now entails

Jeff Levi, principal with the Casey Quirk practice at Deloitte Consulting, sits down with InvestmentNews anchor Gregg Greenberg to highlight the attributes of winning advisors according to the firm’s recent wealth report, as well as discuss the growing advisor and client demand for non-traditional assets like alternatives and crypto.
  • Apr 14, 2026

Jeff Levi, principal with the Casey Quirk practice at Deloitte Consulting, sits down with InvestmentNews anchor Gregg Greenberg to highlight the attributes of winning advisors according to the firm’s recent wealth report, as well as discuss the growing advisor and client demand for non-traditional assets like alternatives and crypto.

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