Predictions Report

Predictions 2021: Wealth Management

October 21st, 2020
With contributors:
David Hoffman , Piers Conway

Summary

In 2021, increased customer interest in streamlined digital onboarding will differentiate the wealth management firms that are already investing in digital by engendering loyalty. As fees go to zero, incumbent firms will continue to go downmarket, cross-selling new products and serving to a larger customer base. Environmental, social, and governance (ESG) issues will become a larger priority for retail investors and wealth management firms. In this report, we explore Forrester’s predictions for wealth management in 2021.

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