Top 10 Trends in Wealth Management, 2016

Top 10 Trends in Wealth Management, 2016

2015 culminated with two major U.S. wealth management announcements that are likely to impact 2016. First, the country set a higher federal funds rate, and second, there is a proposed rule aimed at raising investment-advice standards for retirement accounts. This and the increasing pressure to adopt a digital service model will result in a great deal of change that wealth management firms will have to react to in 2016.

Join research director Alois Pirker and his team this February to help you prepare for the year ahead as they overview the top trends in wealth management. 

Key takeaways include: 

  • Impact of major regulatory change 
  • Changes in digital advice space
  • Proliferation of tech adoption
  • Blockchain disruption

View our 2016 top 10 trends in wealth management infographic here

Please note, this webinar is available on-demand to all current Aite Group clients only. To view this webinar, login to the Aite Group website.

If you have any questions or would like additional information on this topic or any other areas of Aite Group's expertise, please contact us
at: [email protected]


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