This insightful report from McKinsey & Company explores how the wealth management industry in North America is expected to evolve over the next decade. Key trends include the increasing demand for hyper-personalized advice (think “Netflix-style” subscription models), more goal-based financial planning, the growing use of data and automation in advisor workflows, and changes in client expectations and competitive dynamics.
Download the full report → [Link to PDF]
Credit: McKinsey & Company (2020). “On the Cusp of Change: North American Wealth Management in 2030.”
