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Ten Wealth Management Trends for 2017, and How to PrepareTen Wealth Management Trends for 2017, and How to Prepare

The researchers at Aite Group shared what they think will be the biggest trends in wealth management over 2017—and how firms can prepare for them.

Ryan W. Neal, Associate Editor

January 13, 2017

11 Slides
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The researchers at Aite Group think 2017 is going to be an unusual year for wealth management.

While most industry trends develop over several years, Alois Pirker and his team think this coming year will be an inflection point, as many of the decisions made in 2016 will have a drastic impact on financial advisors over the coming 12 months. Wealth management incumbents aren’t immune to the same populist and anti-establishment trends that drove the Brexit decision and the U.S. presidential election, and the industry could be in for a great deal of uncertainty.

With chaos come threats and opportunities. Aite shared 10 predicitons for 2017 to help firms prepare for new markets and regulatory environments.

About the Author

Ryan W. Neal

Associate Editor, WealthManagement.com

Ryan W. Neal is an associate editor for WealthManagement.com. Originally from Sacramento, Calif., Ryan studied English and philosophy at UC Santa Barbara and found his way into journalism. After spending a few years in the Colorado Rockies as a freelance writer and full-time snowboarder, Ryan moved to New York to earn a master’s degree in journalism from Columbia University. He’s written for The Santa Barbara Independent, Sacramento News & Review, Forbes Sports Money, International Business Times, Newsweek, Motherboard and Mic