Jan 28, 2025 · Widespread talent shortages, coupled with rising expenses and competition from technology-enabled new entrants, are increasing the demand for skilled wealth and asset management staff. Attracting skills in high-growth and high-priority areas is important, but retaining and enhancing enterprise-wide talent is even more vital.

4 days ago · Private equity swept across the wealth management industry in 2024, seeing small advisory practices get bought out left and right as part of a growing trend. But not all firms are created equal ...

Jan 26, 2024 · Last year was a confusing and trying time for many wealth management firms, with volatile markets, rising interest rates, two wars and a banking crisis that saw several financial institutions...

1 day ago · New, inexperienced hires are an important and increasingly diverse talent pool. Women, who are becoming the primary decision-makers for more US families, are underrepresented in the advisor population, according to our annual North America Wealth Management Survey.

Nov 12, 2024 · Wealth management services include investing, trust and estate services, and banking. Advisors cover more than 40 specialty areas, including cybersecurity, family engagement, real estate and ...

Wealth managers have two choices: recalibrate their business models and accelerate their structural reform efforts, or risk falling behind. Here are 10 themes that we expect to see high on wealth managers’ agendas. 1. Comeback of deposits but deposit beta increases loom.

Jan 7, 2025 · Explore the future of wealth management with insights into technology trends, ESG compliance and customer-centric strategies shaping the industry in 2025.

Jun 21, 2024 · Wealth management trends in 2024 are continuing to evolve, with global geopolitical developments, technological advancements, and changing service expectations redefining the nature of client-advisor relationships.

Wealth managers, particularly those sitting inside larger banks and insurers, are exploring strategic partnerships to grow revenue, optimize cost structures, reduce their supervisory burden, gain new capabilities and access to new pools of clients and advisors.

6 days ago · Wealth Management firms navigate competition, economic shifts, and digital demands with strategic innovation, tech investment, and client-focused solutions.