Top 10 Trends in Wealth Management, 2021: The Future Is Now

Report Summary

Top 10 Trends in Wealth Management, 2021: The Future Is Now

Operational changes initially considered temporary workarounds will persist post-pandemic.

Alois Pirker
Research Director

Boston, January 6, 2021 – The novel coronavirus and the resulting social distancing stayed with us much longer in 2020 than anyone could have predicted, and the first half of 2021 is expected to continue much like 2020 ended: with remote working, drastically reduced travel, and client interactions conducted almost exclusively on a virtual basis. Wealth management firms that have taken the digital transformation of their business lightly before the crisis will start falling behind much better equipped firms in 2021.

This is a 21-page Impact Report. Clients of Aite Group’s Wealth Management service can download this report.

This report mentions ABAKA, Acorns, AdvisorEngine, Amazon, Apex Clearing, Appway, Bambu, Banco Sabadell, Banco BPM, Bank of America, Bankia, Betterment, BlackRock, BNP Paribas, CaixaBank, Capital Group, Charles Schwab, Commerzbank, Credit Suisse, Deutsche Bank, Dreyfus, E-Trade, EMoney Advisor, Empower, Facebook, Fenergo, Fidelity, Finantix, Franklin Templeton, Google, Grapevine6, Great-West Lifeco, Intesa Sanpaolo, Invesco, InvestCloud, Jemstep, Julius Baer, LearnLux, LinkedIn, Merrill Lynch, Microsoft, Morgan Stanley, MoneyGuide, MPS Banking, Objectway, Pegasystems, Personal Capital, Putnam Investments, REYL & Cie, Scalable Capital, Scudder, Seismic, Societe Generale, T. Rowe Price, TD Ameritrade, Twitter, UBI Banca, UBS, UniCredit, Vanguard, Wealth Dynamix, Wealthfront, and Wells Fargo.

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