Navigating the Dynamic Wealth Management Industry with Charles River
Our subject matter expert, Randy Bullard, discusses shifting trends and dynamic changes which are shaping today’s wealth management industry. Personalization, fractional shares and lower fees, technology advancements, and the generational wealth transfer will transform the industry. We’ve aligned our Wealth Management Solution to respond to our clients’ needs today and to position for the future.
Managed Accounts Continue Surge in Growth
A recent survey conducted by MMI found that 81% of wealth managers and 88% of asset managers expect growth of managed products in the next few years. Check out this webinar clip of Charles River’s Randy Bullard discussing the trend and describing how Charles River supports managed account operations across the investment lifecycle. Watch our webinar on this topic.
Tax Efficiency in Direct Indexing
Tax efficiency is one of the biggest benefits driving adoption of direct indexing – a recent MMI survey cited tax loss harvesting as the top use case for direct indexing. Hear how Charles River’s technology platform enables wealth managers and advisors to deliver custom/direct index portfolios that help minimize tax impact. Watch our webinar on this topic.
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The material presented is for informational purposes only. The views expressed in this material are the views of the author, and are subject to change based on market and other conditions and factors, moreover, they do not necessarily represent the official views of Charles River Development and/or State Street Corporation and its affiliates.