Perspective

Trends and technologies influencing our future

Explore emerging technologies and their potential impact on the wealth management industry.

Key Takeaways
  • As advisors and firm leaders, it is important to stay on top of all of emerging trends to meet the evolving needs of investors and create a sustainable, future-ready firm.
  • With rapidly advancing avatar technology as well as a continued fear of public scrutiny, pseudonymity will further permeate into work, education, and finance where customers and associates will participate as their pseudonymous selves.
  • Over the next 15 years, we believe that blockchains will become a foundational technology across the financial services industry—offering not just greater efficiency and speed, but also greater access to customers.
  • Everything from parties to revolutions are now organized online. While it may not always seem like it, online connections can make real-life bonds stronger.
  • Many people are choosing to live alone because they prioritize their autonomy. The effects of this decision will undoubtedly impact the way people plan for their futures.
  • Advances in generative AI are causing major technology companies to rethink their business models and consider how AI could potentially change every interface their associates and customers rely on.
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