Wealth Management With a Difference

The world of wealth management is undergoing a seismic generational shift. Clients and financial advisors are approaching money in a brand new way, with technology, values, alternative investments, and international footprints now taking center stage. A new wave of wealthy individuals, especially younger investors and women, are commanding a larger slice of the pie than ever before. To stay competitive, wealth managers and advisors must serve these growing needs and position themselves at the heart of families and their legacies.

Wealth Management With a Difference: Your Guide to Achieving Client, Generational, and Business Success shows how financial advisors and wealth managers can strengthen their practices by exploring nine opportunities that have arisen and will continue to develop over the course of this century. Readers will find insights on:

• Generational change and how to work with millennials and Gen X
• The ascent of the ultra-wealthy and the family office boom
• The evolution of globalization
• The technology and digital revolutions
• Private markets and digital assets
• Helping clients identify a purpose for their wealth
• Supporting clients and advisors with their retirement
• Attracting and developing talent

Each of the nine opportunities has a dedicated chapter summarizing the issues themselves, their potential evolution, and what that means for advisors' clients and businesses. The chapters include Q&As with industry leaders and charts that bring the concepts to life.

Modern wealth management opportunities are abundant, but the playbook of yesterday won't work for tomorrow's clients. Wealth Management With a Difference is essential reading for advisors and wealth managers globally and the firms that oversee or work for them, such as banks, brokerages, money managers, insurers, trust companies, family offices, professional services companies, and fintechs.