Jan 29, 2021

Cutter Research presents an overview of the key trends for 2021 that will impact wealth managers as they navigate headwinds and plan for the future.

Looking back, 2020 will be seen as a watershed moment when digital finally came into its own and public opinion toward, and the willingness to use, new digital technologies shifted. Whereas 2020 was characterized by the need to find quick digital solutions in a crisis, 2021 will be the year when firms take a more critical look at new digital use cases and start to think about how these technologies fit into a permanently digital future. This spotlight report examines the top trends we expect to see in the industry in the next year and discusses how they fit into the larger picture of an industry struggling with digital transformation and the ongoing reconceptualization of the wealth management value proposition.

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