Save or Share this Report

For CMOs

WEBINAR: Predictions 2020: Wealth Management

Tuesday, January 28, 2020, 11:00 AM-11:40 AM Eastern time

Description

Wealth and asset management is in flux, with regulatory pressure, the rise of passive funds, an influx of fintech such as robo-advisors, and low bond yields challenging revenues of many incumbent firms. This webinar outlines Forrester’s key industry predictions that will shape wealth management in 2020. This conversation goes beyond the published predictions report, featuring insights from Forrester’s lead analysts Oliwia Berdak and Vijay Raghavan.

Key takeaways:

  • Learn what market forces drove our 2020 predictions.
  • Consider how zero fees, climate change, and a crowded competitive landscape will impact wealth management priorities in 2020.
  • Discuss how firms should adjust their 2020 business and technology strategy to respond to major industry shifts.

Target audience level: all levels

Get Access

Already a Client?

Log in to access this webinar.

Become a Forrester Client

Customers are the new market-makers, reshaping industries and changing how businesses compete and win. Success depends on how well and how fast you respond. Forrester Research gives you insights and frameworks aligned to your role to shorten the time between a great idea and a great outcome, helping your teams win in the age of the customer.
Contact us to learn more.

Purchase Webinar

Price: $ 300.00(USD)

Purchase

Technical Information

You'll receive an email with dialing and Webex instructions prior to the Webinar.

Webinar FAQs

See the Webinar FAQs for answers to technical and other Webinar questions.