Trends Report

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 14th, 2014
Bill Doyle, null
Bill Doyle
With contributors:
Benjamin Ensor , Colin Campbell , Audrey Blumstein


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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