ADAPT TO WIN: THE SIX SHAPES OF INNOVATION IN WEALTH MANAGEMENT

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.


By submitting your email address and personal details, you consent to Capco processing your data. You also agree to receive updates by email about products and services, news, announcements and invitations to programs, customer surveys or other events from Capco, including from Capco Group affiliates. You may unsubscribe from Capco updates at any time by clicking the unsubscribe link contained within any Capco electronic marketing communications.

To learn more about how we respect and protect your personal data please see our online Privacy Policy.

By clicking submit below, you consent to allow Capco to store and process the personal information submitted above to provide you the content requested.