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Top 10 Trends in Wealth Management, 2017: The Only Constant Is Change

Top 10 Trends in Wealth Management, 2017: The Only Constant Is Change

Firms have to get used to the idea of permanent and rapid change.

Boston, January 5, 2017 – The decisions reached in 2016, such as the Department of Labor’s fiduciary rule, Brexit, and the U.S. presidential election, are shaking established systems at their core and create a tremendous amount of uncertainty for the wealth management industry. Threats and opportunities lie ahead for wealth management firms, and being able to respond quickly to new market situations and regulatory requirements will serve firms well.

This 21-page Impact Note contains one table. Clients of Aite Group’s Wealth Management service can download this report.

This report mentions Apple, ASX, Betterment, BlackRock, BSI, BNP Paribas, Charles Schwab, Chain, Coutts & Co, Credits, DBS Bank, Digital Asset, E-Trade, Falcon Private Bank, Fidelity Investments, FutureAdvisor, IBM, J.P. Morgan, MyVest, Nasdaq, Northern Trust, Overstock.com, Personal Capital, Ripple, SigFig, Standard Chartered Bank, StockTwits, Symbiont, TD Ameritrade, TIAA, Twitter, UBS, U.S. Trust, Vanguard, and Wealthfront.