The 2024 Wealth Management Forum highlighted major shifts in the industry, including growth in the ultra-high-net-worth segment, increased private equity in M\&A, and a massive generational wealth transfer. Firms are adapting with holistic financial planning, advanced tech integration, and personalized retirement strategies. GenAI is enhancing both advisor efficiency and client engagement. Meanwhile, the aging advisor workforce drives urgency in talent development, and evolving trust services reflect new client expectations. Successful firms will balance technology with human insight, and refine pricing strategies to remain competitive while delivering value.

Join for free to read