ADAPT TO WIN :
THE SIX SHAPES OF INNOVATION IN WEALTH MANAGEMENT
Phillip Ashley Klein and Abbas Moosavi
Published: 12 December 2018
Change is not easy, and it is important to note its relevance to the evolving wealth management industry. The wealth management industry is at a pivotal point where wealth managers are challenged to adapt to new technologies and changing client and advisor behavior. This paper uncovers how the wealth advisor of the future can position itself in an industry of intensifying competitive and technological dynamics. And, identifies six shapes of innovation that wealth managers can implement today.