Five Predictions On The Future Of Wealth Management

From robo-advisors and the digital transformation to shifting demographics within advisories themselves, here are five of the biggest changes that we see on the horizon for wealth managers across the board.


US multi-family offices growth continues to rise: report

“During the past three years, MFOs’ compounded growth rate of 10% has at least doubled that of the traditional high-net-worth (HNW) market leaders, including wirehouses at 5%, trust companies at 4%, and private banks at 2%,”


Aging Broker Workforces Challenge Growth

Oppenheimer & Co. similarly reported on Friday that its broker headcount as of the end of the first quarter shrunk by 77 over the past year to 1,082—and by 141 over the past two years.