Ten Wealth Management Trends for 2017, and How to Prepare



The researchers at Aite Group think 2017 is going to be an unusual year for wealth management.


While most industry trends develop over several years, Alois Pirker and his team think this coming year will be an inflection point, as many of the decisions made in 2016 will have a drastic impact on financial advisors over the coming 12 months. Wealth management incumbents aren’t immune to the same populist and anti-establishment trends that drove the Brexit decision and the U.S. presidential election, and the industry could be in for a great deal of uncertainty.


With chaos come threats and opportunities. Aite shared 10 predictions for 2017 to help firms prepare for new markets and regulatory environments.


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