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@McKinsey_MGI has a report out titled; 'On the cusp of change: North American #WealthManagement in 2030' it holds some good #insights & food for thought for practitioners in the space...A few takeaways..(1/3) The changes since 2000 & the path ahead.. 
2/3 North American #WealthManagement industry set to see '7000 'traditional advisors' retire over the next 5 years. In the next 10 years advisors will move from role as investment manager to that of "integrated life/wealth coach"...#US #InvestmentManagement #trends
3/3 North American #WealthManagement #trends - The path ahead #FinTech will eat the retail segment w. #BigTech moving beyond the back office support & following Chinese model. Top tier #HNWI & #UHNWI segment will become even more bespoke...#GlobalTrends #Wealth
