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: firstname.lastname@example.org
Javier Paz is a senior analyst within Aite Group's Wealth Management practice. In this role, Mr. Paz examines brokerage trends in business, regulation, and technology across asset classes. Areas of particular expertise include retail FX and other self-directed trading, trader/investor segmentation, front-end trading technology, and margin-trading regulations.
Alois Pirker is the research director for Aite Group's Wealth Management practice, specializing in trends in the wealth management market. He has published extensively on topics including the registered investment advisor space, financial planning, separately managed accounts, and advisor-focused platforms and tools.
Stephen Wall is a senior analyst with Aite Group, specializing in the global private banking and wealth management sector and its various sub-segments, including global and regional banks, independent wealth managers, and family offices. His main areas of focus are the sector's business and competitive landscape across onshore and offshore jurisdictions and its evolving demands and influences, among them new markets, competition, client demands, regulation, and technology.