Cerulli
Digital platforms have potential to tap into next-gen wealth in Asia
Wealth management sectors in key markets across region are set to bloom over the medium to long term
Model portfolios finally become key cog in US advice market
Industry has had a ‘slow and steady transition’ towards it being financial planning-oriented
ETF demand rises across Asia
Competition among asset managers to cut the total fees of exchange-traded funds is ‘intensifying’
US wealth transfers to hit $84.4trn by 2045
Advisers need to be ‘open to evolving’ and ‘prepared for changes to their business models’
ESG products gain popularity in Asia
Improved performance has attracted more retail investors in the region
By Michelle Ng