Visit our new website to find insights, case studies and more.
Visit our new website to find insights, case studies and more.
Visit our new website to find insights, case studies and more.
The better the question. The better the answer. The better the world works. У вас есть вопрос? У нас есть ответ. Решая сложные задачи бизнеса, мы улучшаем мир. У вас є запитання? У нас є відповідь. Вирішуючи складні завдання бізнесу, ми змінюємо світ на краще. Meilleure la question, meilleure la réponse. Pour un monde meilleur. 問題越好。答案越好。商業世界越美好。 问题越好。答案越好。商业世界越美好。

Can financial advice adapt as fast as investors change?

Find out how industry convergence is changing wealth and asset management for the better.

Industry convergence: the new frontier for wealth and asset managers

Digital disruption is moving at warp speed. Customer expectations are evolving. The issues firms face are multiplying exponentially. Competition is coming from inside and outside of the wealth and asset management industry. This is the new cross-sector ecosystem in which organizations compete.

Convergence could be your competitive edge

As convergence accelerates and complexity grows, the need for collaboration — and simplicity — is crucial to lasting success. In his blog series, EY Global Wealth & Asset Management Leader Mike Lee brings new thoughts on the topic of convergence in hopes of achieving better outcomes for the industry. Learn why he believes disruption from other industries is not something for wealth and asset managers to fear, but something to get excited about.

Keeping up with the ever-changing customer

In a world with greater access to information, digital innovation and investment opportunities, investors’ needs and expectations are constantly evolving. Hear what individuals across the globe are saying about their financial advice preferences, investing habits and plans for achieving financial well-being.

How much do you know about financial advice?

What does financial well-being mean to you?

A cross-sector approach to financial advice

Learn about the different ways industry convergence is shaping financial advice, powering a holistic client experience and improving financial well-being. From personal data to blockchain and gamification, the future of financial advice is built on the foundation of convergence.

Five ways to future-proof financial advice

Explore the new critical building blocks for achieving financial well-being

Behind the scenes at EY’s Convergence Lab

At our recent Convergence Lab, we convened innovators from varying industries, such as media and technology, to explore how convergence is transforming the future of investment and financial advice. As a result of the lab, we developed ideas and are researching opportunities for potential cross-sector collaboration. Watch the video to hear from our participants and get a behind-the-scenes look at the event.

A look inside EY’s future of investing and financial advice lab

Contact us

EY Wealth & Asset Management Convergence Leads

EY - Mike Lee

Mike Lee


EY - Nalika Nanayakkara

Nalika Nanayakkara


EY - Alex Birkin

Alex Birkin


EY - Mark Wightman

Mark Wightman