Reimagining Wealth – Six Challenges Facing Wealth Management Firms


By 2020, over $101 trillion of assets worldwide will be actively managed, dwarfing today’s $63.9 trillion of accrued assets. This will be a watershed moment for the wealth management industry. With the impending retirement of the ‘baby boomers’, this unprecedented asset base will fall into the hands of their millennial heirs, who have vastly different expectations of their financial advisors. The ability to effectively and proactively service these demands will be the ultimate ‘make or break’ for an industry that has often struggled to keep pace with evolving customer needs.

Download this infographic to learn the six main challenges facing wealth management organisations today, and solutions for financial advisors to best serve the next generation of investors.