Wealth Management Market Report- Industry Trends | Charles Schwab, Morgan Stanley, Charles Schwab
mandmJuly 4, 2021 4
The pandemic has reshaped business on so many levels, and wealth management is no different. Robo-advice; industry consolidation; greater concern for environmental, social, and governance (ESG) principles; and a shift towards greater use of technology in the personalization of wealth management were all important trends before COVID-19. In many cases, the pandemic has served to accentuate such factors. This report identifies the key trends that will impact the wealth management industry in 2021.
Wealth Management Market Report informs wealth managers and their strategy teams of the key developments emerging across the industry and how best to respond to these changes. It examines key areas such as regulation, HNW asset allocation strategies, customer targeting, and cybersecurity, with analysis supported by findings from our propriety surveys of wealth managers a