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On the cusp of change: North American wealth management in 2030

The North American wealth management industry will undergo meaningful shifts in the next ten years, influenced by evolving customer segments and rules of engagement, rapid technological advances, and shifting competitive dynamics.
Jill Zucker
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Brings a unique perspective to help clients anticipate the changing needs of consumers in financial services and adjacent markets

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Works with global asset and wealth managers, banks, and insurers on strategic and operational challenges and organizational opportunities

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Advises wealth managers, asset managers, and insurers, focusing on strategy, distribution, and productivity improvements

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Guides clients to create long-term value by setting enterprise strategy and pursuing rapid performance improvement while strengthening organizational health

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Provides counsel to global leaders in leading global financial institutions with a focus on using data analytics to drive decision making

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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

Recent 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.

Download a PDF of the report here.