Report

The Digital Transformation in Wealth Management Forum: Ideas, Data, Advice

Firms are working on the next iteration of digitalization now.
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Boston, July 3, 2019 –The global wealth management industry is in an early stage of digital transformation that is set to vault both the advisor and client experience into modernity. To date, wealth management firms have developed various digital implementation strategies, many of which started by adding a white-labeled robo-advice platform to an existing full-service wealth management model.

The second annual executive roundtable occurred on June 4 in New York City. This Aite Group Impact Brief will highlight the takeaways from the keynote speech as well as the three panels that were part of the event: The Evolution of Hybrid Advice, The Changing Role of Data in Digital Transformation, and Clearing and Custody Requirements in a Digital World.

Clients of Aite Group’s Wealth Management service can download this 11-page Impact Brief. To learn more about the topic covered in this Impact Brief, please contact us at [email protected].

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