RT Journal Article
SR Electronic
T1 Evolution and Disruption in the Wealth Management Industry
JF The Journal of Wealth Management
FD Institutional Investor Journals
SP 8
OP 13
DO 10.3905/jwm.2017.19.4.008
VO 19
IS 4
A1 Charlotte Beyer
YR 2017
UL https://pm-research.com/content/19/4/8.abstract
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