3 days ago
The Evolution of Wealth Management – Episode 43
The wealth management industry is shifting faster than ever. Demographics are changing, client expectations are rising, and the pace of change with technology is just unbelievable. The next few years will separate the firms that thrive from those that struggle to stay relevant. That's why it is more important than ever that you are on the front edge of the next wave of wealth management.
With that in mind, The Preeminent Advisor Podcast recently spoke with Dennis Gallant, managing principal of strategic solutions at CEG Insights. Since the late 1980s, Dennis has been researching the financial services and financial advisory industries. He cites five trends that are driving the evolution of wealth management today.