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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.

Please click here to view the slideshow: http://bit.ly/2iscuRF

 

Julian Schubach is an Investment Advisor Representative of Nosuris, Inc., a New York State Registered Investment Advisory. Investment Advisory Services are offered through Nosuris, Inc., a NYS Registered Investment Advisory. Please visit www.Nosuris.com for additional disclosures. Check the background of this firm on FINRA’s BrokerCheck.

©2016 by Julian Schubach