Abstract
The wealth and investment management industries are undergoing significant structural changes due to technological advancements, updated client needs, and regulatory challenges. The authors highlight the advantages to financial advisors of accepting non-linearity in business models, client requirements, and investment strategies vs. relying on established linear value chains, outdated client beliefs, and linearity in investment strategies.
TOPICS: Wealth management, statistical methods, simulations, big data/machine learning
Key Findings
• The wealth and investment management industries are undergoing significant structural changes due to technological advancements, updated client needs, and regulatory challenges.
• We highlight the advantages to financial advisors of accepting non-linearity in business models, client requirements, and investment strategies vs. relying on established linear value chains, outdated client beliefs, and linearity in investment strategies.
• When clients and their needs become the system, we have arrived at the next stage of wealth and investment management.
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- Article
- Abstract
- HISTORY OF FINANCE AND TECHNOLOGY
- CURRENT FINTECH LANDSCAPE AND THE FALL OF LINEAR VALUE CHAINS
- FUTURE FINANCIAL ARCHITECTURES AND THE RISE OF NON-LINEAR ECOSYSTEMS
- ELEMENTS OF A SUCCESSFUL NON-LINEAR WEALTH ECOSYSTEM
- CURRENT INVESTMENT MANAGEMENT TRENDS
- CONCLUSION
- ADDITIONAL READING
- APPENDIX A
- ENDNOTES
- REFERENCES
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