Megatrends in Wealth Management

Sustainable, Social-Impact Investing
Explosive Growth


Modern Wealth Management

Responsible, Social-Impact

75% of individual investors are interested in sustainable investing; 86% of Millennial investors, and growing.

$12 trillion; 3x since 2012

Fee & Expense Compression

Investors seek lower cost investment products to eliminate unnecessary fee & expense layers: the middlemen.

Index funds poised to overtake active by 2021
High-Performance Wealth Management

Tax Smart

Taxes can be the #1 drag on building wealth. Investors are increasingly aware of the hidden costs/tax-erosion from traditional offerings. Tax alpha-seeking strategies can add 1-2%+ annually.

2019 tax calc/optimizer

Technology & Distribution

Most investors prefer hybrid high-tech + high-touch solutions: an app experience + professional human guidance.

StreetWise

$30 Trillion Wealth Transfer

Women & younger investors are particularly underserved by legacy advisors today.

Largest intergenerational wealth transfer in history
1 in 6 Millennials now have $100K+ in savings, 2x since 2015

Unconflicted; Transparent

"Hey Siri, what are some hidden costs of investing"

It's never been easier for clients to understand the industry's incentive conflicts. And the SEC may accelerate transparency.

Least-trusted industry: Financial Services




Responsible, Social-Impact Investing Growth

¼ of U.S. managed investments
$12 trillion today
3x since 2012


US SIF
ESG: Incorporating Environment/Social/Governance (ESG) factors
including the application of Social/Responsible/Impact (SRI) investing criteria



THE OPPORTUNITY:
75% of individual investors are interested in sustainable investing
and 86% of Millennial investors investors, and growing.

Investors are stepping up to support companies taking a stand and/or making a difference on social/impact causes.

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