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In the first two parts of this series, we shared some broad wealth management industry trends and then offered our suggestions on how to deliver the “3 Ps” of success—Platform, Process and People. In this final part, Scott Welch and Ryan Krystopowicz try to bring it all together by offering thoughts on “framing the wealth management experience” and make an argument for the role of outsourcing.
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In part one of our series Wealth Management Is Now a “Design” Industry, we focused on broad industry trends and shared our thoughts on how to deliver a successful wealth management “Platform.” In this second part, Scott Welch and Ryan Krystopowicz dive into delivering and developing the other two “Ps”—Process and People.
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In this three-part blog series, we will look at the evolution taking place in the wealth management industry and present our thoughts on how to succeed in the face of this evolution. In this first part, Scott Welch and Ryan Krystopowicz focus on broader industry trends and then begin the discussion of how to differentiate an advisor’s practice.
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We recently had the opportunity to sit down with Doug Fritz, Co-founder and CEO of F2 Strategy, to discuss their 2023 WealthTech Outlook Report. Ryan Krystopowicz provides some highlights from their discussion, including how advisors can find opportunity in wealth management technology trends.
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In 2019, we conducted a significant study on the perceptions and applications of third-party model portfolios. Later, we conducted the study again after the COVID-19 pandemic. Ryan Krystopowicz reviews how investors' perceptions on third-party model portfolios have changed since the COVID-19 pandemic and how advisors can apply these insights.
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Many advisors harbor concerns over the ability to utilize third-party model portfolios in their practice. Ryan Krystopowicz outlines how advisors can identify good candidates and implement model portfolios while potentially increasing their credibility.
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