2016 Canadian Wealth Management Survey
The experience factor:
the new growth engine in wealth management
The Canadian wealth management industry is experiencing unprecedented change as major shifts in client demographics present new demands. Fintech entrants are commoditizing the traditional advice model, which is eroding pricing power and also raising the bar for better and faster service. Wealth managers face significant opportunities to acquire new clients and assets, as well as daunting risks in retaining clients in the face of competitive threats and disruption.
How should wealth managers prepare to grow through this period of rapid change?
The experience factor: the new growth engine in wealth management
as a printable document