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Our Insights


The state of North American retail wealth management

– Nothing will pay more dividends in the long run than serving as trusted advisors and guiding clients through the months ahead. Financial advice has never been more important.

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

– The North American wealth-management industry will undergo meaningful changes in the next ten years, influenced by evolving customer... segments and rules of engagement, rapid technological advances, and shifting competitive dynamics.

Women as the next wave of growth in US wealth management

– An unprecedented amount of assets will shift into the hands of US women over the next three to five years, representing a $30... trillion opportunity by the end of the decade.

Making choices, finding growth: State of North American retail wealth management

– The market-performance tailwinds that have propelled North American financial advisors for the past several years subsided. Advisors... still posted record-high revenues in 2018.

Wealth management in an era of robots, regulation, and new money

– By redirecting focus, wealth managers can successfully respond to challenges brought on by digital disruption, demographic shifts,... and tighter regulation.

More Insights

Organic Growth Insights December 2017

New client acquisition and organic growth

Teams in Retail Wealth Management

Team-based wealth advice as a winning formula

The State of Retail Wealth Management, 5th Annual Report

While the retail wealth industry enjoyed a strong year, it continues to face challenges

The Fountain of Growth

Demographic transformation in wealth management

Moneyball for Advisors

Does the Moneyball revolution in baseball have anything to teach retail wealth management?

The State of Retail Wealth Management, 4th Annual Report

After a successful year for the industry, some indicators raise questions about the sustainability of advisor’s books in the long... term

Stay or Stray

Putting some numbers behind client retention

Big Fish

Behaviors and characteristics of the high net worth client

The State of Retail Wealth Management, 3rd Annual Report

The health of the retail wealth management industry remains robust

Transitioning to Fee

Prepare to switch tracks after knowing the facts

The State of Retail Wealth Management, 2nd Annual Report

Analyzing growth opportunities for advisors and firms
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