Wealth Management Forum

Datos Insights research reveals the wealth management industry is in a state of accelerating managed transformation.

Strong fundamentals signal future growth:

• $170 trillion wealth transfer upcoming
• 350% growth in Ultra High Net Worth segment
• Private equity confidence remains high, accounting for 78% of M&A deals

Yet the industry faces structural challenges:

• 65% of key advisors plan to retire by 2030
• Compensation expenses at wealth management firms (8.9%) are increasing significantly faster than inflation (5.6%)
• 5% of wealth management accounts contain less than $1 million in AuM, creating a service and efficiency bottleneck

Wealth managers seeking to thrive in this uncertain future must take action now to scale their operations, empower their advisors, and harness the power of digitization.

Join in critical conversations, hear real-world success stories, and access data you can’t get anywhere else to give your organization a jump on what’s around the corner.