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Predictions 2020: Wealth Management

January 28, 2020


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

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