Top 10 Trends in Wealth Management, 2017

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

View the webinar recording to:

  • Learn about our thinking around the incoming U.S. administration and the possible future of the Department of Labor rule
  • Discover how wealth management firms will reshape their business models and use technology to support them
  • Hear perspectives on fintech acquisitions, inorganic intelligence, and blockchain

Please note, the live version of this webinar was open to the public, but only clients of Aite Group's Wealth Management practice will have access to the webinar recording on-demand.

Aite Group Wealth Management clients can access the full webinar by logging into our website.

For more information about this topic or other Aite Group services, please contact us at

January 12, 2017
11 a.m. ET

Isabella Fonseca is a senior member on Aite Group’s Wealth Management team. Isabella has over 20 years of experience as an international consultant to companies in North America, Europe, and Latin America. She specializes in the wealth management market, advising banks, brokerages, asset management firms, insurance companies, and technology firms on business, product, and technology strategy. Isabella brings to Aite Group a deep understanding of the financial services marketplace and structure as well as technology solution knowledge in the wealth management industry across regions.

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.

Denise Valentine is a senior analyst at Aite Group in wealth management, focusing on investment management topics such as portfolio technology and related processes ranging from traditional portfolio systems to portfolio management techniques leveraged within digital advice platforms. Ms. Valentine further focuses on data analytics, artificial intelligence, and retirement industry trends, such as the Department of Labor fiduciary rule and the defined contribution segment. Ms. Valentine spent several years with Aite Group evaluating the institutional asset management market.