The first quarter 2024 showed a much-welcomed return to profitable growth for many wealth managers, according to Alvarez and Marsal in its outlook report. However, to continue to build upon this growth, wealth management leaders must accurately understand what led to the current state of the industry and where it is headed.
As we move beyond first quarter 2024, the report lists themes or critical considerations that all firms now need to confront to succeed.
To read the full report, click here.