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The Next-Generation Wealth Advisor

Harnessing data and technology to drive business.

The Next-Generation Wealth Advisor

The convergence of economic, demographic and technological shifts has turned the investment industry upside down. Globalization is leading to more competition, economic volatility and regulatory complexity for investment advisors. But it is also leading to more opportunity.

Advisors will have to adapt with these major shifts in order to match clients’ changing expectations – and in order to survive in the times ahead. Investors themselves will be quick to embrace virtual communication and smart technologies, allowing advisors to serve them globally – even in emerging markets. 

Unfortunately, many wealth advisors are ill-prepared and lack insight on what is needed to evolve to meet changing technology, regulations and consumer demands over the next five years. 

Broadridge and ESI ThoughtLab, an economic research company, explore what the next-gen advisor will look like and how they will need to drive this transformation through technology – or face an early retirement.