By Jill Zucker Brings a unique perspective to help clients anticipate the changing needs of consumers in financial services and adjacent markets By Pooneh Baghai Works with global asset and wealth managers, banks, and insurers on strategic and operational challenges and organizational opportunities By Vlad Golyk Advises wealth managers, asset managers, and insurers, focusing on strategy, distribution, and productivity improvements By Alex D’Amico Guides clients to create long-term value by setting enterprise strategy and pursuing rapid performance improvement while strengthening organizational health By Onur Erzan Provides counsel to global leaders in leading global financial institutions with a focus on using data analytics to drive decision making By Renee de la Roche Zhu Advises wealth managers, asset managers, and insurers on strategy, corporate finance, and distribution topics in North America as well as Japan and Hong Kong Wealth management January 3, 2020Recent decades have witnessed meaningful changes to the North American wealth management industry’s structure and dynamics. The first decade of the 2000s saw the further democratization of trading due to increased access through technology, and the current decade has seen the convergence of banking and investing and the rise of fee-based managed accounts. These seismic shifts raise the question of what the next decade will bring—and how we might describe the 2020s from the perspective of 2030. We strive to provide individuals with disabilities equal access to our website. If you would like information about this content we will be happy to work with you. Please email us at: McKinsey_Website_Accessibility@mckinsey.com Download a PDF of the report here.