Wealth management firms are competing on capabilities, not just scale. Platform functionality now matters more than brand recognition, service models are expanding beyond investment advice, and compensation pressures are forcing firms to rethink how they staff, serve clients, and capture profitability across market segments.
In this webinar, Datos Insights experts will reveal the top trends shaping wealth management for the year ahead, including:
- Workflow automation unlocking advisor productivity — Technology investments that free advisors for higher-value client interactions
- Platform capabilities racing past scale and brand — Why functionality trumps firm size in competitive positioning
- Service model expansion beyond investments — Tax planning, healthcare guidance, and guaranteed income becoming core offerings
- Hybrid models making marginal segments profitable — How technology enables firms to serve clients across the wealth spectrum
