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Portfolio > Portfolio Construction

10 Big Changes Reshaping Wealth Management in 2022

Jeff Berman By Jeff Berman

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Related: Bob Doll’s 10 Predictions for 2022

There are many opportunities for wealth management firms in 2022, Alois Pirker, director of wealth management at Aite-Novarica Group, said during the webinar “Top 10 Trends in Wealth Management, 2022: So Many Opportunities, So Little Time,” on Monday.

“There’s so much firms can do but, of course, focus is important and being excellent at what you do is important as well,” he said, adding: “Having the right strategy will be key and firms can really gain momentum by betting on the right horse.”

Check out the slideshow above to see the top 10 trends that Aite-Novarica strategic advisors expect for 2022. While the first five are business model and management-based, the other five are product-based.

Jeff Berman

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