Report

Predictions 2022: Wealth Management

Wealth Managers Expand Offerings Through Acquisition And Move Closer To Adopting Crypto

November 1st, 2021
With contributors:
David Hoffman, Christiana Lano, Sam Bartlett

Summary

Increased customer interest in crypto-assets will move them into the mainstream in 2022. Inflation challenges, not seen since the early 1980s, will prompt wealth managers to train advisors on how they can better serve clients. As technology continues to accelerate, incumbent firms will add to their capabilities by acquiring wealthtechs rather than replicating solutions in-house. A saturated SPAC market will lead to a movement to protect the retail investor. In this report, we explore Forrester’s predictions for wealth management in 2022.

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