Three wealth trends to watch

A survey of wealthy families shows changes in private banking and estate planning.

Summary: Modern families are about as common now as traditional families, and the financial planning industry is scrambling to keep up. Wealthy families expect to take holidays this summer, but costs are likely to be low as they move between their second or third homes throughout the world. More and more financial advisors are using robo-advisor platforms to perform menial tasks like rebalancing portfolios, freeing them up to handle more complicated issues.

Key take-out: Not all private bankers know how robo-advisor platforms can be used to make them more efficient. A ranking of 30 wealth management firms’ technology platforms featured only one US-based bank in the top 10.

{{content.question}}

{{ twilioFailed ? 'SMS Code Failed to Send…' : 'SMS Code Sent…' }}

Hi {{ user.FirstName }}

Looks like you've already taken a free trial

Please enter your payment details

We have sent you a code via SMS to {{user.DayPhone}}

please enter this code below to activate your membership

We cannot send you a code via SMS to {{user.DayPhone}}

If you didn't receive SMS code please

SMS code cannot be sent due to: {{ twilioStatus }}

Please select one of the options below:

Looks you are already a member. Please enter your password to proceed

Please untick this box when using a public or shared device


Verify your mobile number to unlock a FREE trial

Please sign up for full access

Updating information

Please wait ...

  • Mastercard
  • Visa
Mastercard

The email address you entered is registered with InvestSMART.

Please login or select "Don't know password"

Please untick this box when using a public or shared device


Register as a new member

(using a different email)

Related Articles