Wealth management leaders to study future of the industry
To investigate these trends and what they will mean for the industry, ThoughtLab is working with wealth industry leaders to conduct a rigorous research initiative called Wealth Management Megatrends: Preparing for disruptive investor, digital, and industry change.
- To investigate these trends and what they will mean for the industry, ThoughtLab is working with wealth industry leaders to conduct a rigorous research initiative called Wealth Management Megatrends: Preparing for disruptive investor, digital, and industry change.
- The study will answer critical questions on what lies ahead for the wealth management industry, including:
The investor of the future: How will economic, demographic, and lifestyle shifts change investors and their expectations? - How will wealth management firms reimagine their strategies for younger investors, while catering to the needs of older generations?
- How will wealth management firms provide personalization at scale and at a price point acceptable to investors?