2016 wealth management trends A revolution both loud and quiet
2016-Wealth-Management-Trends
2016-Wealth-Management-Trends
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As millennials inherit assets held by older generations,<br />
<strong>wealth</strong> managers view them as a strong opportunity…<br />
The degree to which respondents agree or disagree with each<br />
statement about <strong>trends</strong> in the <strong>wealth</strong> <strong>management</strong> industry<br />
Robo advisors will be a critical<br />
tool for engaging millennials<br />
8%<br />
38%<br />
8%<br />
The millennial generation poses<br />
a significant threat to the industry<br />
50%<br />
33%<br />
The millennial generation poses<br />
a significant opportunity for the industry<br />
71%<br />
17%<br />
New technology (mobile, social, etc.)<br />
will transform the industry<br />
58%<br />
21%<br />
Disagree<br />
Agree<br />
Strongly agree<br />
Source: PwC Wealth<br />
Management Infrastructure<br />
Survey 2015<br />
8 Strategy&
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