There is a single word driving nearly all of the major changes, trends, and innovations in wealth management today: customization. Consumers are demanding investment portfolios and financial plans custom-tailored to their unique preferences, and advisors across the industry are working to support that need from every angle. Meanwhile, financial advisors are demanding next-generation technology platforms customized to their needs to go beyond investment management and offer differentiated value to investors. ESG, cryptocurrencies, alternative investments, direct indexing, software integration, and technology consolidation are being driven by accelerating demand for customized wealth management.
In this session, join Brian Wallheimer, Editor-in-Chief of Financial Planning, for an in depth look at the top trends in wealthtech for 2022 including:
- Investment management - direct indexing, cryptocurrencies and alternatives
- Financial planning - technology helping advisors to offer "holistic" services beyond simple investment management
- Consolidation in technology - opening a window for new startups to take hold
- Integration - who can solve the "holy grail" of offering a single platform customizable to all needs will be the winner
