Effective Monday, March 16, 2020 and until further notice, Econsult Solutions is having staff members work from home. This form of “social distancing” has been implemented with the safety of our staff and the community at large in mind. We have instituted all necessary remote-working features and remain open for business, hard at work on current engagements and eager to hear how we can support your needs.
These are extraordinary times. The global pandemic has reached every aspect of every life in every corner of the world. More than ever, ESI stands ready to apply economics, strategy, and insight to help you move forward. Be on the lookout for additional content on our blog, Present Value. Together we will emerge stronger and wiser.
Technological, economic, and demographic shifts will transform the wealth management industry by 2021. Over the next five years, the impact of these mega-changes on the wealth profession will be profound. These shifts will unlock tremendous global wealth, but also raise investor expectations for new advisory and digital solutions that some investment providers are not yet prepared to offer. To help wealth executives understand the far-reaching implications, we teamed up with a coalition of leading organizations from the wealth industry to conduct a rigorous study, Wealth and Asset Management 2021: Preparing for Transformative Change. The complexity of these issues and the scope of the project required a comprehensive research program based on extensive quantitative analysis of 2,000 investors and 500 wealth firms across 10 world markets; economic modeling and forecasting across 25 countries; and expert opinions from more than 40 market leaders, economists, technologists, and investment specialists.
A Broadridge infographic shows the results from our survey of more than 2,000 respondents and investment professionals. Click here to view the infographic.