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Asset Management & Wealth Management Trends – 2020 Industry Outlook


Thursday, May 28, 2020 at 11:00 AM ET | 8:00 AM PT

Market disruptions like Covid-19 are have a significant impact on the Wealth Management market, and how the Asset Management industry positions with its investment products. Wealth management is rapidly changing in how leading firms are engaging their customers with investment advice. Market strategies are changing to address the ultra-high net worth (UHNW), HNW, and Mass Affluent market segments. Leading asset management firms are expanding their products that include private equity and other alternative investments. The velocity of change is impacting how firms communicate and delight customers supported by significant investments in technology and platform advances.


In an informative webinar CFRA thought leaders discuss the latest asset management and wealth management industry trends. This webinar covers the debate on the value creation of direct advisory versus self-direct channels, or human advice versus robo advisors. CFRA thought leaders covered asset flow trends and the demographic trends influence on where the industry is going. New standards and environmental, social and governance (ESG) trends are likely to expand asset management opportunities, perhaps even more after Covid-19.


This webinar will help you:

  • Understand the Wealth Management industry structure today and how it is rapidly changing
  • Identify opportunities and challenges to serving different generational investors through varied market channels
  • Learn how the Asset Management industry is adjusting to the challenges from passive index products (or ETFs) and defend active management
  • Why Private Equity has momentum as alternative products are driving new funds inflows


Presented by:

  • Kenneth Leon, Director of Equity Research, CFRA
  • Cathy Seifert, Vice President, Financials, CFRA