The February 2022 Aite-Novarica Group report Wealth Management in Transition shares insights from the firm’s Executive Forum on industry shifts. It examines evolving client engagement through dynamic segmentation, goals-based investing, financial householding, and the rise of online brokerage. Portfolio management trends include model portfolios, centralized discretion, ESG growth, longevity planning, and increased access to private markets and alternatives. The study highlights the changing independent advisor landscape, the need for digital tools, and strategies to meet diverse investor needs, emphasizing agility, personalization, and innovation as drivers of future success.

Join for free to read