January 11, 2023 – A confluence of forces—the overheated response of central bankers to the pandemic and their subsequent volte-face at the onset of inflation, head-turning disruptions to global supply chains, wild swings in energy prices, world events such as Russia’s war in Ukraine and the U.S. midterm elections—have left many in the industry wondering what’s next. Buckle up and keep your hands and feet inside the car: For wealth management, 2023 is shaping up to be quite a ride.
Clients of Aite-Novarica Group’s Wealth Management service can download this report.
This report mentions additiv, Atria Wealth, Avaloq, Binance, CAIA, CAIS, Charles Schwab, Drive Wealth, Dynasty Financial Partners, Envestnet, Fidelity, FINRA, FNZ, FTX, Garrett Planning Network, Goldman Sachs, Halo, Hightower Advisors, iCapital, InvestCloud, Microsoft, Morgan Stanley, Pershing, Private Advisor Group, RBC, Salesforce, Sanctuary Wealth, SEC, TD Ameritrade, Temenos, and X/Y Planning Network.
About the Author

Andrew Besheer
Andrew Besheer is the Practice Director for Wealth Management at Datos Insights, collaborating with the Advisors of the Wealth Management practice to grow the business and deliver exceptional insights and services to clients. Andy has a passion for helping clients define go-to-market strategies for wealth management and wealthtech as well as digital transformation, operational efficiency, and process management. Andy started...