Ten Trends to Impact Wealth Management in 2021
Among the biggest developments set to influence advisors’ businesses this year include consolidation among wealth management firms, the rise of ESG investing, a renewed focus on prospecting and changes to advisor compensation models. Between the political environment, technological advances, regulatory changes and the COVID-19 pandemic, there are a number of factors impacting the wealth management industry. Global research firm Aite Group in Boston recently released its Top 10 Trends in Wealth Management Top 10 Trends in Wealth Management, 2021: The Future Is Now report, highlighting ...