Top 10 Trends in Wealth Management, 2023: The Juice Is Worth the Squeeze

Report Summary

Top 10 Trends in Wealth Management, 2023: The Juice Is Worth the Squeeze

Despite many challenges, and often as a result of them, there are abundant opportunities for the wealth management industry to drive change.

 

Andrew Besheer
Director, Wealth Management Practice

January 11, 2023 – A confluence of forces—the overheated response of central bankers to the pandemic and their subsequent volte-face at the onset of inflation, head-turning disruptions to global supply chains, wild swings in energy prices, world events such as Russia’s war in Ukraine and the U.S. midterm elections—have left many in the industry wondering what’s next. Buckle up and keep your hands and feet inside the car: For wealth management, 2023 is shaping up to be quite a ride.

Clients of Aite-Novarica Group’s Wealth Management service can download this report.

This report mentions additiv, Atria Wealth, Avaloq, Binance, CAIA, CAIS, Charles Schwab, Drive Wealth, Dynasty Financial Partners, Envestnet, Fidelity, FINRA, FNZ, FTX, Garrett Planning Network, Goldman Sachs, Halo, Hightower Advisors, iCapital, InvestCloud, Microsoft, Morgan Stanley, Pershing, Private Advisor Group, RBC, Salesforce, Sanctuary Wealth, SEC, TD Ameritrade, Temenos, and X/Y Planning Network.

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