More than half of wealth managers believe the industry is undergoing a dramatic change, according to a new survey by SEI, and a further third concede the industry is at least somewhat moving in a customer-centric direction.

For one-third of respondents, that means bolstering holistic planning at the expense of product sales, while another 27% of respondents say solidifying recurring revenue, i.e. fee-based accounts, is a top priority.

Register or login for access to this item and much more

All Bank Investment Consultant content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access