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Recently Released!!!
Date Published: May 2012
Comprehensive Power Point Deck: 1,171 Slides
Summary Power Point Deck: 100 Slides
The purpose of this research is to provide readers with a comprehensive understanding of the future of the brokerage, investments, private banking, & family office markets. In short, this research defines the future of wealth management.
The research begins by addressing the broad market environment, including:
- Economy, Markets, Growing Baby Boomer Issues, & Financial Services Industry Stumbles
- Resulting Consumer Attitudinal & Behavioral Changes
The research then defines the future of wealth management:
- Rapidly Evolving Product Markets
- Rapidly Evolving Distribution Markets
The research also addresses four other issues worth watching:
- Regulatory Agenda & the 2012 Elections
- Institutionalization of Business Tactics
- Institutional & International Opportunities
- Pent-Up Strategic Activity
And the research concludes with a list of the top twenty five fundamental trends.
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