Summary
Investment firms will contend with their lack of preparedness for the great wealth transfer from Baby Boomers to their children in 2025. They will continue to invest in and integrate new technologies designed to aid financial advisors and to meet the growing digital needs of customers. But an influx of private equity funding to wealth management system vendors will create service issues for investment firms, and ultimately lead investment firms to make the difficult decision to switch platform vendors. This report reveals our predictions for the investment industry for 2025.
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