Transcription of When Clients Take the Lead
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When Clients Take the Lead
Global Wealth 2021 June 2021By Anna Zakrzewski, Joseph Carrubba, Dean Frankle, Andrew Hardie, Michael Kahlich, Daniel Kessler, Hans Montgomery, Edoardo Palmisani, Olivia Shipton, Akin Soysal, Tjun Tang, Andre XavierWhen Clients Take the Lead07 The Evolution of Wealth 08 Framing the Revenue Opportunity 09 real Assets Double the Wealth Pool 10 Liabilities Represent an Unfulfilled Opportunity17 The Simple-Needs Opportunity 18 A Bold, New Digital Wealth Management Model 20 Winning by Thinking and Acting Like a Tech Company25 The New Ultras 26 T oday s Next Gens Are Tomorrow s Ultras 30 To Wow the Ultras, Avoid These Seven Sins35 The Decumulation Phase Is a Golden Opportunity for Retirees and WMs 36 The Decumulation Dilemma 37 Introducing an Advisor-Led, Digitally Enabled Decumulation Model 40 Five Ways to Defend and Grow the Decumulation Advantage42 Conclusion43 About Our Methodology44 About the Authors46 Acknowledgments47 For Further ReadingContentsBoston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities.
investment funds and away from lower-yielding debt secu-rities, continuing precrisis trends. Many also embraced alternative investments such as private equity, private debt, and real estate in the quest for even higher yields. The next five years may be stronger still. We see signs of an emerging economic recovery that could significantly
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