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The trends that have already begun to shape the future of the Wealth Management industry will continue to drive and accelerate changes in the way firms do business, from the products and services they offer to the ways they engage and interact with clients and other institutions. The confluence of regulation, changing demographics and client dynamics, aging infrastructure and competition and new market entrants over the last decade have caused even the most established players to reevaluate their strategy to reshape their future.
The financial services industry is shifting to a holistic, goals-based approach to wealth management in the midst of sweeping shifts in demographics and expectations between two generations of investors. In order to prioritize goals that matter to investors, advisors are incorporating planning, investment advice, execution, and monitoring into their platforms and offerings.