Critical Issues:
- Firms, still reeling from the sudden instability caused by the pandemic and it’s largely unknown long-term impact, question whether it makes sense to plan five years out anymore
- Economic uncertainty is a potential roadblock to appropriate staffing, large investments in tech and the capacity to take on multiple transformative projects
- Other concerns that could derail 5-year visions include the future regulatory environment, M&A and changes to competitive landscape and unanticipated disruptive technology
F2 Strategy Research, a division of the global consultancy F2 Strategy, delivers intellectual and advisory-based research on technology and business issues impacting the RIA, wealth, bank/trust and family office industries.