25 YEARS The wealth management business has seen stunning growth over the past 25 years. In fact, according to research published in the Financial Times, the average annual financial market growth of over the 10-year period from 2012-2021 pushed global private client wealth to an estimated level of $360 trillion.1 But there are significant headwinds. First,…

Given the extremely high level of responses we received in our last article – This is Your Wake-Up Call – Are You Prepared to Deliver Value in an AI World? – we thought it worthwhile to stay on this topic and provide some additional thoughts and perspectives, expanding a bit on our point-of-view pertaining to the…

In July we posted a blog titled “Re-Imagining the Wealth Management Experience: advisor2.0©.”  In this blog we described the fact that the experience required to be competitive in today’s wealth management landscape has evolved, requiring more breadth, depth and skill of advisors.  Interestingly, this was one of the most popular blogs we have ever posted,…

In July we posted a blog titled “Re-Imagining the Wealth Management Experience: Advisor2.0.”  In this blog we described the fact that the experience required to be competitive in today’s wealth management landscape has evolved, requiring more breadth, depth and skill of advisors.  Interestingly, this was one of the most popular blogs we have ever posted,…