January 5, 2022 – After two years of pandemic-driven agendas, it is time for the wealth management industry to look ahead and respond to the fast-changing market environment. Traditional business models must be adjusted to meet today’s client expectations, and product and service offerings must be expanded with smarter technology platforms. Time is of the essence, though, as the market moves fast.
This is a 27-page Impact Report. Clients of Aite-Novarica Group’s Wealth Management service can download this report and the corresponding charts.
This report mentions Advicent, Allianz Life, American Technologies, Apiax, Appway, Bank of America Merrill Lynch, Bank of England, Betterment, Bill.com, Binance, BNY Mellon, BlackRock, BOK Financial, Brighthouse Financial, BrightPlan, CAIS, Charles Schwab, Citizens, Coinbase, Conquest Capital, Contemi, Docupace, Doxim, Dynamic Planner, eMoney Advisor, Envestnet MoneyGuide, Equitable, Facet Wealth, Fenergo, Fidelity Investment, FinFit, FINMA, FNZ, Formuesforvaltning, FTX, Goldman Sachs, GreenPath, iCapital, Income America, Interactive Brokers, InvestCloud, Iress, JPMorgan Chase, Julius Baer, LearnLux, Lincoln Financial Group, Micruity, Mint, Monzo, MyVest, New Access, NexJ, NICE Actimize, Nutmeg, Ortec Finance, PayPal, Pegasystems, Personal Capital, Pocketnest, Principal, Quicken, RightCapital, Robinhood, SS&C Technologies, SoFi, Square, Starling Bank, State Street, TIAA, Tiller Money, The Bancorp, UBS, Webull, WealthForge, Wealthfront, Wealth Dynamix, Wells Fargo, Wintrust, Wilmington Trust, and Wilshire.