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2023 has been a trying year for Wealth Managers, but 2024 looks to provide at least some relief in the form of lower inflation and declining interest rates. Successful wealth managers will still bring a laser focus to execution around key advisor tools, client focus, and channel management as they try not to stray too much from their lanes while challenges remain.
During the session, Datos Insights Wealth Management experts explored the top 10 trends they see making a significant impact in 2024, including the AI revolution, the increasing demand for hyper-personalization by new client demographics, the challenges of a greying workforce and the continued opportunities within the RIA channel.