The market downturn is hitting investment managers’ revenues and wealthtech funding alike. Wealth and asset managers’ will need to infuse digital capabilities and data insights across their organizations to seize long-term growth opportunities.

Spiking client demand for ESG-focused investment products will drive AUM growth over the next three years. Yet a lack of quality or public ESG data threatens investment managers’ ability to offer accurate products and might see them run afoul of rising ESG regulatory standards.

US digital brokerages’ new user growth ticked up from 2019 to 2021. But growth will nosedive in 2022 and 2023, forcing digital brokerages to find new revenue growth strategies.

Ranks of new customers are dwindling, jeopardizing US robo-advisors' ability to attract new wealth. This report details how robo-advisors can expand into new products and services to boost customer acquisition and revenues.

Banks face growing pressure from shareholders and customers to take more action on sustainability. While transitioning to a greener business model will be challenging, banks have a plethora of strategies to choose from.

Evolving client expectations for more personalized services threaten wealth managers’ ability to retain existing clients and snap up new ones. But incumbents can face these changes head on by tapping AI to hyper-personalize offerings across the customers journey.

As banking companies focus on meeting heightened consumer expectations for personalized experiences, 2022 may be another record-breaking year. These players will need to weigh partnerships with encroaching Big Tech competitors.

Spurred by shifts in customer expectations, incumbents will race to personalize services and enhance distribution strategies. Fintechs will focus their attention on tapping opportunities that first emerged in 2021.

With $68 trillion in assets set to transfer to younger generations over the next 30 years, wealth managers who target high-net-worth individuals (HNWIs) must adapt by using digital solutions to enhance their existing white-glove services—not replace them.

Digital transformation is vital for wealth managers, as consumer expectations are changing, fiscal pressures are tightening, and competition is stiffening. These drivers have been further accelerated by the pandemic. But transformation efforts across the front, middle, and back office can help incumbents get their services up to speed and better compete with fintech wealth managers that are challenging the status quo.

The pandemic has hit lower-income households especially hard. But its effects are being felt across income brackets, and not always in predictable ways—for instance, upper-income consumers are making the biggest spending cuts.