Top 10 Trends in Wealth Management, 2019: Revisiting the Value Chain
Report Summary
Top 10 Trends in Wealth Management, 2019: Revisiting the Value Chain
In 2019, successful wealth management firms will emphasize data as a key differentiator.
Boston, January 3, 2019 – In 2018, the wealth management industry benefited from a robust market through the end of Q3; however, the signs that a market correction might be around the corner became clear in the last quarter of the year. Many industry observers muse that 2019 might mark the end of a record-length bull run, and wealth management firms that have missed the opportunity to reposition their business models and technology architecture during the good times will have to deal with increasing economic pressures while future-proofing their business. Will 2019 see wealth management firms accelerate changes in their business model and technology?
This 21-page Impact Note contains two figures. Clients of Aite Group’s Wealth Management service can download this report and the corresponding charts.
This report mentions BlackRock, Capital Group, Envestnet, Fidelity, Franklin Templeton, Google, InvestCloud, Morgan Stanley, Orion, Salesforce, Schwab, UBS, and Wells Fargo.