At the Crossroads: Wealth Management in North America

Anna Zakrzewski Joe Carrubba Neil Pardasani Hans Montgomery Craig Prager Blaine Slack

The North American wealth management industry has reached a meaningful inflection point. Heightened competition and the need for digital transformation have been accelerated by COVID-19. Today’s clients expect more from their wealth management providers, and firms able to effectively serve those needs will be the winners in the future.