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Chicago, IL - The wealth management landscape is shifting under our feet: custodial pricing models are evolving, wirehouses are reorganizing around founders’ private market wealth, leading voices are challenging traditional allocation frameworks, and large managers are moving deeper into secondaries. At the same time, managed account platforms are accelerating, powered by personalization and tax optimization. Understanding these events is essential for advising clients: they signal how revenues will be earned, where balance sheet and liquidity risks migrate, and which platform capabilities must be modernized to compete.
This brief brings together insights from across the wealth management landscape, including recent announcements and articles, connecting the dots to reveal a broader narrative. We’ll explore how these developments intersect and share our perspective on what they mean for managers navigating an industry in motion as it relates to their operating model and unified architecture.
To read full brief, click here.
