what we offer

Wealth Management

The Wealth Management practice provides ongoing insights into the global business, technology, and regulatory trends impacting 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, including global universal banks, broker-dealers, insurance companies, asset managers, independent advisors, technology vendors, and professional services firms.   

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RBC  

Key Coverage Areas

Recent Research

Understanding the Ripple Effects of RIA M&A, Part 1: The Acquirers

Though economic factors may drive short-term fluctuations, business fundamentals remain in place to continue supporting the proliferation of RIA consolidation driven by M&A.

Climate Risk Across the Securities and Investments Landscape

Investment firms can’t ignore climate risk.

Wealth in America, Part 1: The Ultra-High-Net-Worth

Within the wealth management industry, there is a strong mystique surrounding the ultra-high-net worth (UHNW) segment.

2024 Outlook: Cloudy With a Chance of Storms

A perfect storm of adverse factors appears to be coalescing this year.

North American Wealth Managers Adoption of Personalization at Scale: Alternative Assets

GenAI adoption will dramatically accelerate mass personalization in the next few years.

U.K. Wealth Managers’ AI and Machine Learning Prioritization

The AI revolution is here for wealth management.

U.K. Wealth Managers’ Engagement With AI

Financial institutions should align their GenAI efforts with their existing digital and AI strategies.

Top 10 Trends in Wealth Management, 2024: It’s All About the Execution

Wealth managers will have to navigate significant potential channel markers in the coming year.

The 2023 Impact Awards in Wealth Management

Technology allows wealth managers to deliver value to clients and the advisors who serve them.

Wealth Management Fintech Spotlight: Retirement Planning Vendors

Advisors have more choices than ever when it comes to digitizing their retirement planning process.

Canadian Wealth Managers’ Engagement With AI

Virtually every wealth management technology aligns in one way or another with GenAI.

Balance Sheets of American Investors, 2023: An Analysis of the Survey of Consumer Finance

Debt is a significant pain point for less affluent households.

Wealth Managers’ Engagement With AI: A Deeper Dive

All wealth managers have a long road ahead to reach GenAI integration.

Accelerating Generative AI Into Wealth Management

Financial institutions need to understand the models and risks associated with GenAI.

New Realities in Wealth Management: Swimming Against an Ebbing Tide

The market turbulence of 2022 may have acted as an inflection point for several market segments.