Industry Report
This report explores the integration of cloud computing, APIs, predictive analytics, and blockchain technology, which enhances operational efficiency and revolutionizes client interactions. It also delves into demographic shifts, the rise of digital assets such as cryptocurrencies and tokenization, and the growing importance of ESG considerations.
More Resources
PODCAST
Navigating Change in a Tech-Driven World
Three Wealth Management experts discuss how technology is game-changing the traditional advisor-client relationships. Understand that AI and digital channels are streamlining customer journeys and empowering advisors in the dynamic nature of the wealth management sector. The question is: how to carefully balance automation with human expertise. Tune in now.
VIEWPOINT
Redefining the Financial Advisor
This edition of Maveric’s Banking E.D.G.E. newsletter unpacks six pivotal trends reshaping the financial advisory landscape in 2024. How AI transforms advisory services, why financial literacy has become imperative, and how sustainable investing reshapes portfolio strategies. Read on how forward-thinking advisors can leverage these changes to deliver unparalleled value. Uncover quick, actionable insights that keep you ahead of the industry’s shifts.
FLYERS
Shaping the Financial Advisor of Tomorrow
This flyer, a companion piece to Maveric’s EDGE Report, introduces a three-step contextualized framework, tailored for wealth management, retail, and corporate banking. Discover how to identify key influencing parameters, build sector-specific strategies, and create personalized client experiences in an era where alternative investments are projected to reach $21.1 trillion by 2025.
INFOGRAPHICS
Drivers and solutions impacting the role of the Financial Advisor
Discover key trends across five of wealth management’s critical domains – Alternative Assets, Demographic Shifts, Technological Integration, ESG Investments, and Regulatory Changes.
From the rise of digital assets to the impact of generational wealth transfer, this infographic is a quick, actionable guide for financial advisors.
BLOG
The Rise of Alternative Assets in Financial Advisory: A Paradigm Shift
This blog – a companion piece to Maveric EDGE report on “Redefining Financial Advisor” – examines the rise of alternative assets in the next 12 months and their transformative impact on financial advisory practices. Learn why traditional 60/40 portfolios are insufficient in today’s complex market dynamics and how to harness the power of alternative assets to deliver superior returns.
BLOG
Demographic Shifts and Their Impact on Financial Advisory
This blog delves into the key demographic trends shaping the financial advisory landscape in the coming year. Explore how the aging population, the rise of millennials and women investors, and the great wealth transfer are reshaping wealth management’s foundations.
BLOG
Navigating the Complexities of ESG Investments
This blog demystifies the intricate world of ESG investments, shedding light on pivotal trends, regulatory developments, and strategies for successful integration into investment portfolios. Read More on how ESG factors are not merely ethical considerations but potent drivers of a company’s long-term performance and risk profile.
BLOG
Upskilling Financial Advisors: Navigating Profound Shifts in a Rapidly Evolving Industry
This blog explores the critical strategies advisors can employ to stay at the forefront of this dynamic industry. Discover the multifaceted skill set required in today’s advisory landscape, from mastering AI and blockchain to honing soft skills and adapting to evolving client expectations.
BLOG
Tokenization: The Game-Changing Shift in the Investment Landscape
This blog examines the revolutionary impact of tokenization on the investment landscape. Discover how this innovative process democratizes access to high-value investments and injects unprecedented liquidity into traditionally illiquid assets. Read More to understand how financial advisors can harness Tokenization’s transformative power to thrive!
