New report summarizes the key takeaways from Aite-Novarica Group’s 2021 virtual executive forum on many aspects of client engagement and portfolio management.

The digital age has shaped the next generation of investors. They are voracious information consumers and expect to engage with their investment providers in an individual fashion. Wealth managers are leveraging a combination of machine learning and API-driven aggregation to meet client preferences and needs for relevant information proactively.

In a new Impact Report, Wealth Management in Transition: Lessons From Aite-Novarica Group’s Executive Forum, research and advisory firm Aite-Novarica Group summarizes the key takeaways from Aite-Novarica Group’s 2021 virtual executive forum, “Wealth Management in Transition: European and North American Marketplaces.” It takes a holistic view of changes in client engagement and advice, alongside shifts occurring around portfolio management and product sets.

“Advances in technology have enabled sophisticated investment and planning offerings to cascade down-market,” said Meghna Mukerjee, Strategic Advisor at Aite-Novarica Group and lead author of the new report. “Many of the trends discussed during the executive forum—model portfolios, retail adoption of private investments, broader availability of financial planning—combine inherent personalization and sophistication with technological scale and parametrization. Leading wealth managers will continue to identify offerings that can be similarly commoditized, helping their advisors focus on aligning products and services with client needs.”

A preview of the report is available online, and desk copies are available to qualified media. Please contact [email protected] or call Kaitlyn Labbe at +1.857.327.9442 for more information.

About Aite-Novarica Group:
Aite-Novarica Group is an advisory firm providing mission-critical insights on technology, regulations, strategy, and operations to hundreds of banks, insurers, payments providers, and investment firms—as well as the technology and service providers that support them. Comprising former senior technology, strategy, and operations executives as well as experienced researchers and consultants, our experts provide actionable advice to our client base, leveraging deep insights developed via our extensive network of clients and other industry contacts. Visit us on the web and connect with us on Twitter and LinkedIn.

Press Contact:
Kaitlyn Labbe
Public Relations
+1.857.327.9442
[email protected]