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On the cusp of change : North American wealth management in 2030
Recurso electrónico / Electronic resource
MAP20200002710
On the cusp of change : North American wealth management in 2030 / Pooneh Baghai [et at.]. — 2020 : McKinsey & Company , 2020
8 p
Sumario: Recent decades have witnessed meaningful changes to North America's wealth management industry's structure and dynamics. The first decade of the 2000s saw the further democratization of trading due to increased access through technology, and the current decade has seen the convergence of banking and investing and the rise of fee-based managed accounts. These seismic shifts raise the question of what the next decade will bringand how we might describe the 2020s from the perspective of 2030
1. Gestión patrimonial ‌. 2. Perspectivas económicas ‌. 3. Cambio tecnológico ‌. 4. Cambio estratégico ‌. 5. Personalización de productos ‌. 6. Dirección por objetivos ‌. 7. Desarrollo empresarial ‌. 8. América del Norte ‌. I. Baghai, Pooneh ‌. II. McKinsey & Company ‌. III. Title.