The January 2022 Aite-Novarica Group report on Digital Innovation in Wealth Management reviews key trends from 2021, highlighting the acceleration of digital engagement, democratization of investment access, and the growing role of women in wealth management. It examines how firms are enhancing client acquisition, discovery, and advice delivery through data-driven next best actions, financial wellness tools, and ESG/SRI analytics. The study explores integrating digital asset capabilities, strengthening compliance via RegTech, and improving portfolio analytics, emphasizing innovation’s role in scaling advice, building trust, and deepening client relationships.

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