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.


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