Leaders across the wealth management space with quick takes on what they expect is coming for the industry, your business and your clients in 2021.
If the past—particularly the recent past—teaches us anything, it’s that the future can’t be predicted. But to rehash a widely shared sentiment attributed to everyone from Abraham Lincoln to Peter Drucker to Howard Marks, you can prepare for it.
With that in mind, we asked a handful of forward-thinking wealth management industry luminaries and leaders what they think the coming year will hold for financial advisors, their businesses and clients.
A slow emergence from a once-in-a-lifetime global health emergency takes center stage; but behind the headline, these quick takes are worth perusing as you map out your own journey, and the journey for your clients, in 2021.