2023 TOP 10 TRENDS

Wealth Management

The Wealth Management practice provides insights into the global business, technology, and regulatory trends affecting wealth management firms, their financial advisors, and their clients, empowering them to remain on the forefront of change. The practice serves a diverse client base, inclusive of global universal banks, broker-dealers, insurance companies, asset managers, independent advisors, technology vendors, and professional services firms.

Discover the Trends Shaping the Industry This Year Through Our Webinar, Report, and Blog

Discover the Trends Shaping the Industry This Year Through Our Webinar, Report, and Blog

Webinar

Report

Blog

The Trends

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.