WORKSHOP

Trends in wealth management

In an industry currently characterized by external forces like record-breaking M&A activity, shifting investor expectations, and a talent shortage, firms are seeking new ways to establish a competitive advantage.

FEATURED WORKSHOP

Increasing the value of your business

During this session, you will:

Evolve your client engagement model and pricing approach
Expand your offering to be relevant to clients
Attract a sustainable workforce to remain relevant in an increasingly competitive environment

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Client insights tool

Powerful insights and ideas that help increase your firm's profitability.

Learn more

Explore our latest research & insights

What’s your growth agenda? Exploring 4 levers of organic growth

Key insights and strategic questions to help wealth management firms architect their next chapter of growth

A decade in review: Examining M&A transaction trends and activity in the wealth management industry

See the latest reporting, trends and deal spotlights.

Best practices in wealth management technology can drive firm success

What we can learn from firms that embrace technology to drive efficiency, grow faster, and deliver a better client experience

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