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Full Description
A unique playbook for success for wealth managers and financial advisors in the face of sweeping generational change
There are hundreds of thousands of financial advisors globally serving clients whose needs are undergoing a revolution. Generational shifts are transforming how these clients approach money, spanning values, technology, investing, and even politics. Younger investors and women are creating wealth, inheriting tens of trillions of dollars from relatives, and accumulating money as they move closer to retirement.
In Wealth Management with a Difference: Your Guide to Achieving Client, Generational, and Business Success, global financial services veterans April Rudin and Nick Rice show how advisors and wealth managers can serve these growing needs and position themselves at the heart of families and their legacies. Each chapter explores a generational opportunity for wealth managers and advisors globally, ranging across financial planning, investing, technology, and management strategy.
The authors summarize each opportunity, how they are likely to evolve, and what they mean for your clients and your business. You'll find:
Comments from over eighty experts around the world across opportunities underscoring their global relevance
Action points for wealth management firms and financial advisors
Visuals and charts illustrating and illuminating the trends discussed
An essential read for wealth managers, financial advisors, private bankers, family offices, and other financial professionals, Wealth Management with a Difference is a guide to success for everyone in the industry, ranging from new entrants to the most experienced advisors and executives.
Contents
Introduction 1
Opportunity 1 Demographics 5
Opportunity 2 Retirement 21
Opportunity 3 Wealthtech 41
Opportunity 4 Digital 61
Opportunity 5 Alternatives 81
Opportunity 6 Purpose 101
Opportunity 7 International 125
Opportunity 8 Ultra-wealthy 143
Opportunity 9 Talent 165
Conclusion 185
Notes 189
Acknowledgments 195
About the Authors 197
Index 199
