Boston, January 21, 2020 – Planning has become more accessible and relevant to a wider range of consumer segments as technology, digital capabilities, and client data management have progressed. Leading firms driving this progress have come to realize that financial planning is a potent and reliable tool for client engagement, which is highly valued in today’s environment. Aite Group was joined in New York City on November 20, 2019, by executives from across the wealth management industry to unpack these trends and discuss various topics surrounding the current state and trends of financial planning. This Aite Group report illuminates the findings from the event, where discussions covered the delivery of financial planning, goal-based wealth management, financial wellness, and building the foundation of financial planning through data, account aggregation, and reporting.

Clients of Aite Group’s Wealth Management service can download this 16-page Impact Brief. To learn more about the topic covered in this Impact Brief, please contact us at [email protected].

This report mentions Accenture, Addepar, Advicent, CGI, eMoney, Facet Wealth, HealthEquity, InvestCloud, MyVest, and Personal Capital.