With lower fees, rising regulations, increasing fixed costs, the wealth managers will continue to feel the pressure on margins and in many cases they will look to seek economies of scale.  

Katrina highlights that for personalized wealth solutions to work in the wealth management industry, it's really important to achieve significant scale and bring the traditional asset management function and capabilities much closer to the advisor and their clients. 

Adopting an end-to-end platform approach that encompasses infrastructure, services and operations together, is a way to ensure that personalized wealth services can be delivered at scale - profitably.   

Learn more about how the wealth industry’s supply chain is evolving to deliver personalized wealth management at massive scale in the full report.

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