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For eBusiness & Channel Strategy Professionals

Digital Disruption Threatens Wealth And Asset Management

This Time It's Real: Incumbent Investment Firms Are Vulnerable To The Once-In-A-Generation Disruption

November 14, 2014

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Why Read This Report

Firms in the retirement, brokerage, wealth, and asset management industries have so far been spared the kind of disruption that has ripped through industries like music and publishing. That's about to change. Well-funded software-driven disruptors are undercutting incumbents' fees, addressing investors' unmet needs, and opening up services previously unavailable to individuals. Forrester believes this generation of disruptors will transform the investment industry, because consumers are ready, industry conditions favor innovation, and the technology finally works. To avoid disruption, eBusiness professionals at established firms need to sound the alarm, lead the creation of more compelling digital experiences, and find digital operating efficiencies that enable their firms to lower their fees in response to disruptors.

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Table of Contents

  • The Next Big Disruption Is Here
  • Why Digital Disruptors' Time Has Finally Come
  • The Digital Disruptors' Formula Is Working
  • Digital Disruptors Are Making Headway

  • Digital Disruptors Will Permanently Reset Investors' Expectations
  • recommendations

  • To Avoid Being Disrupted, Incumbents Must Become Digital Businesses
  • Supplemental Material