Top Priorities for Wealth Management Firms | Mercer

Top Priorities for Wealth Management Firms | Mercer

Wealth Management

2017: Positioning Your Firm for Growth Moving Forward

Regulatory changes continue to preoccupy wealth managers worldwide. At the same time, robo-advisors and leaps in fintech are changing the very fabric of the industry. How can you stand out in this increasingly complex and competitive environment?
Mercer has identified Top 10 Priorities List that wealth management advisory firms should consider in order to best serve their clients in 2017.

Are you ready for pending regulatory changes?

Are your revenue and compensation models aligned for client success?

Is active management still worth it?

Are you leveraging technology to provide economies of scale and to cater to changing client communication preferences?

Are “robo advisors” a good fit for your operation?

Would partnering with other providers better serve your needs?

 When investing in a low-return environment, are alternatives part of your strategy?  

Are you incorporating ESG into your investment advice?

Are you discussing goals-based advice with your clients?

Are you taking advantage of discretionary portfolio solutions?

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