By 2021, the convergence of technological, economic, and demographic trends will transform the wealth industry—unlocking greater global wealth across a more diverse universe of investors that have rising expectations for new advisory and digital solutions and are willing to switch providers if their needs and preferences are not met. How prepared are you to meet these rising expectations?

Broadridge Financial Solutions collaborated with Roubini ThoughtLab, an independent consultancy, to publish a Global study entitled “Wealth and Asset Management 2021: Preparing for Transformative Change”. This ground-breaking research will inform wealth and asset management executives about the most timely strategic challenges and implications facing the industry today.

Download the white paper or view the Research Briefing (below) to learn more.

Visit us to learn how Broadridge Wealth Management Solutions is helping businesses grow.

But these investors will also have rising expectations, and a willingness to switch providers if their demands and preferences are not met. In such a fast-changing marketplace, investment providers can only keep pace if they fully understand their customers and leverage the right technologies.

Broadridge Financial Solutions recently engaged CEB, a best practice insight and technology company, to survey senior executives at wealth management firms regarding the evolution toward an advice-first business strategy. That survey produced key findings:

• We have reached the tipping point where wealth management firms are leading with advice and no longer focusing on product in delivering recommendations to clients.
• Overall, executives are concerned with technology rather than on business process in achieving their new strategy.
• Firms believe they have much of the technology in place, but need help either maximizing capabilities or re-thinking how existing functionality applies to an advisory strategy.

Learn what wealth management firms need to know to drive towards realizing a new advice strategy. Grow the value of the customer experience, increase the productivity of advisors, and empower growth.

Don’t miss the transformation. Download our new white papertoday.

Broadridge Financial Solutions recently engaged CEB, a best practice insight and technology company, to survey senior executives at wealth management firms regarding the evolution toward an advice-first business strategy. That survey produced key findings:

• We have reached the tipping point where wealth management firms are leading with advice and no longer focusing on product in delivering recommendations to clients.
• Overall, executives are concerned with technology rather than on business process in achieving their new strategy.
• Firms believe they have much of the technology in place, but need help either maximizing capabilities or re-thinking how existing functionality applies to an advisory strategy.

Learn what wealth management firms need to know to drive towards realizing a new advice strategy. Grow the value of the customer experience, increase the productivity of advisors, and empower growth.

Don’t miss the transformation. Download our new white papertoday.

Broadridge Financial Solutions recently engaged CEB, a best practice insight and technology company, to survey senior executives at wealth management firms regarding the evolution toward an advice-first business strategy. That survey produced key findings:

• We have reached the tipping point where wealth management firms are leading with advice and no longer focusing on product in delivering recommendations to clients.
• Overall, executives are concerned with technology rather than on business process in achieving their new strategy.
• Firms believe they have much of the technology in place, but need help either maximizing capabilities or re-thinking how existing functionality applies to an advisory strategy.

Learn what wealth management firms need to know to drive towards realizing a new advice strategy. Grow the value of the customer experience, increase the productivity of advisors, and empower growth.

Don’t miss the transformation. Download our new white papertoday.

Broadridge Financial Solutions recently engaged CEB, a best practice insight and technology company, to survey senior executives at wealth management firms regarding the evolution toward an advice-first business strategy. That survey produced key findings:

• We have reached the tipping point where wealth management firms are leading with advice and no longer focusing on product in delivering recommendations to clients.
• Overall, executives are concerned with technology rather than on business process in achieving their new strategy.
• Firms believe they have much of the technology in place, but need help either maximizing capabilities or re-thinking how existing functionality applies to an advisory strategy.

Learn what wealth management firms need to know to drive towards realizing a new advice strategy. Grow the value of the customer experience, increase the productivity of advisors, and empower growth.

Don’t miss the transformation. Download our new white papertoday.