Thursday, February 2, 2023

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

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

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Wealth Management faces its first extended downturn since the Great Recession; product, platform and business model innovation are the keys to survival and growth. 2022 delivered the first extended asset decline since the end of the Great Recession. As this carries over into 2023, innovative firms will be looking at ways to better align their channels to deliver comprehensive solutions to clients, enhancements to the user experience through the thoughtful integration of internal and external technology solutions into seamless platforms and the delivery of more comprehensive advice and associated financial products across the breadth of their client bases. To be sure, there are landmines lying in wait. Still, firms that grasp these essential innovation paths in 2023 will be well-positioned to both navigate their near-term challenges and emerge stronger competitors moving forward.

In this webinar, Aite-Novarica Group experts from the wealth management practice explore the 10 trends they foresee for 2023.

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