PT  - JOURNAL ARTICLE
AU  - Charlotte Beyer
TI  - Evolution and Disruption in the Wealth Management Industry
AID  - 10.3905/jwm.2017.19.4.008
DP  - 2017 Jan 31
TA  - The Journal of Wealth Management
PG  - 8--13
VI  - 19
IP  - 4
4099  - https://pm-research.com/content/19/4/8.short
4100  - https://pm-research.com/content/19/4/8.full
AB  - Three seismic shifts are under way in the wealth management industry, and the industry is ill prepared to adapt. The author describes each change and suggests how the evolution might transform—or destroy—the industry, depending on business choices made today.TOPIC: Wealth management