Introducing the Transformation of Wealth Management Report - Trends for 2020 and beyond





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Published on Jan 29, 2020

The wealth management industry is evolving, from rapid advancements in technology and digitalization, to new engagement models for building client relationships. In #Refinitiv's latest independent report on The Transformation of Wealth Management, we uncover the key trends and differentiators affecting wealth managers around the world, which highlights the need to not only implement and improve technological capabilities but how digitalization is shaping the future of client – advisor relationships.

Read the full report and explore the trends shaping the future of wealth management: https://refinitiv.com/wealth-trends

Refinitiv Wealth Management solutions empower clients with the content, technology and expertise to accelerate growth. Our front, middle and back office solutions help wealth management firms improve decision-making, deepen client engagement and optimize business performance.

For new insights on artificial intelligence (AI), digitalization, big data, risk management, compliance, fighting financial crime and the future of trading and investing, visit our insights hub - http://refinitiv.com/perspectives.

Refinitiv is one of the world’s largest providers of financial markets data and infrastructure, serving over 40,000 institutions in approximately 190 countries. It provides leading data and insights, trading platforms, and open data and technology platforms that connect a thriving global financial markets community – driving performance in trading, investment, wealth management, regulatory compliance, market data management, enterprise risk and fighting financial crime. https://www.refinitiv.com

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