Wealth Management Trends: 2015 Edition
2015/09/14
What are the top trends facing the wealth management industry in 2015? Celent explores this question along with the areas in which wealth managers and vendors are lagging and/or missing opportunities to position themselves for long-term growth. The main trends highlighted in the report include:
- Realignment of the wealth management business.
- Ongoing disruption of advisor-based model.
- Next-gen clients arising.
- Digitization and channel expansion.
- Creating efficiencies with platform consolidation and middle/back office improvements.
- Increasing focus on advisor and end user tools.
- Mutualization of costs.
Thanks.