Running an RIA · VideoPlays here from the publisher’s YouTube channel. Nothing loads until you press play.3 min
The Biggest Trends Wealth Management Leaders Are Watching in 2027
For wealth professionals, it offers a forward-looking scan of operational, deal and technology issues that leaders expect to affect advisory firms.
Summary
By the running an ria deskThe video gathers wealth management leaders to discuss the trends they expect to shape the industry in 2027. The description names AI adoption, advisor marketing, M&A, succession and technology integration as areas of significant change.
- Leaders see 2027 as a year of significant change
- Areas cited include AI adoption and advisor marketing
- M&A and succession are among the trends discussed
- Technology integration is also named
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