Top 10 Trends in Wealth Management, 2018: Redefining the Business Model
Report Summary
Top 10 Trends in Wealth Management, 2018: Redefining the Business Model
Wealth management firms face pressure to recast their business models around digital engagement with their clients.
Boston, January 4, 2018 – In 2017, the wealth management industry was occupied with discussion around policy change. In addition, regulatory change around the globe kept the wealth management industry busy. This changing environment continues to inflict much uncertainty on wealth management firms, but 2018 is a pivotal year for them to rethink large portions of their business and operating models and make the leap to a digital future.
This 24-page Impact Note contains four figures and one table. Clients of Aite Group’s Wealth Management service can download this report and the corresponding charts.
This report mentions BNY Mellon/Pershing, BlackRock, Broadridge, Canopy, Charles Schwab, Credit Suisse, Envestnet/Yodlee, Equifax, Fidelity, Fiserv, FutureAdvisor, Masttro, Microsoft, Morgan Stanley, Morningstar, Personal Capital, Pimco, Quovo, Scalable Capital, SS&C, SSGA, State Street Bank, LPL, Schwab, Van Eck, and Vanguard.