Mercer | Challenges for Wealth Managers in 2016

Mercer | Challenges for Wealth Managers in 2016

Wealth Management

Challenges for Wealth Management Firms in 2016:
Are You Prepared?

Mercer has identified 10 priorities that wealth management advisors should consider to best serve their clients in 2016 and to help them stand out in an increasingly competitive environment.

“As the wealth management landscape continues to evolve, we continue to see three core challenges. These challenges include firms’ attempts to enhance investment returns in a low return environment, a volatile investment market, and attempts to contain costs with increasing regulatory pressures.”

— Cara Williams, senior partner and the global head of Mercer’s Wealth Management business and Global Technology Solutions. 

When was your last regulatory checkup?

Is your revenue model the best for staying competitive in the changing landscape?

Are you prepared to deal with competition from the growing number of independent firms?

Are “robo advisors” a good fit or your operation?

Would outsourcing better serve your needs?

What are you allocating to, and are alternatives part of your strategy?

Are you discussing goals-based advice with your clients?

When did you last evaluate your exchange-traded funds (ETFs) strategy?

Do you have a solid strategy in place for addressing the rising interest rate environment?

Are you taking advantage of discretionary portfolio solutions?

 Get a Copy of the Full Article
Please provide your details below, and we will email you a link to the PDF
필수항목입니다. 올바르지 않은 메일주소입니다.

I would like to receive communications about products and offerings from Mercer. I understand that I can unsubscribe at any time.

By clicking Submit, I agree to the use of my personal information according to the Mercer Privacy Statement. I understand that my personal information may be transferred for processing outside my country of residence, where standards of data protection may be different.

처리 중 오류가 있습니다. 입력하신 내용을 확인하시고 다시 제출해 주십시오..

문의해 주셔서 감사합니다. 담당자가 연락드리겠습니다.