Megatrends in Wealth Management
Sustainable, Social-Impact Investing
Fee & Expense Compression
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.
2021 tax calc/optimizer
Technology & Distribution
Most investors prefer hybrid high-tech + high-touch solutions: an app experience + professional human guidance.
$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
"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
¼ of U.S. managed investments
$12 trillion today
3x since 2012
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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