Three wealth trends to watch

As global private wealth continues to grow, new players are starting to shake up the traditional financial advisor model.

Summary: Most wealth management clients want more digital interaction with their financial advisors, meaning advisors need to up their game as technology-driven upstarts gain assets fast. Meanwhile, Asia continues to grow in wealth, while more than 2 million new millionaires were created globally in 2014.

Key take-out: Most wealth managers are looking for ways to couple easy-to-use technology platforms to their more sophisticated offerings.

Key beneficiaries: General investors. Category: Strategy.


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