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Megatrends in Wealth Management

Sustainable/Social Impact

Investors want sustainable solutions; aligned with their values. 71% of individual investors are interested in sustainable investing; 84% of Millennial investors.

link: Institute for Sustainable Investing

Wealth Transfer

The largest intergenerational wealth transfer in history is underway. The main recipients -- women & younger investors -- are particularly underserved by legacy advisors.

link: $30 trillion wealth transfer

Technology/Distribution

Investors want an app experience, but also professional human guidance -- especially most Millennial and Gen X investors who prefer hybrid high-tech + high-touch solutions.

link: Q3 2017 StreetWise Report

Tax Smart

Investors are increasingly aware of the erosion from taxes that come from traditional offerings that are optimized on pre-tax return. Tax alpha-seeking strategies can add 1.0%-2.4% annually

link: 2017 marginal tax calculator

Unconflicted; Client-Centric

"Hey Siri, what are some hidden costs of investing"
It's never been easier for clients to understand the industry's incentive conflicts.

link: Financial Services is the least-trusted industry in the U.S.

Fee/Expense Compression

Investors are seeking lower cost passive/index and algorithmic investment products to eliminate performance erosion from unnecessary fee and expense layers: the middlemen.

link: High-Performance Wealth Management



Every megatrend becomes a tailwind for client-centric Financial Advisors who are able to provide a sophisticated product offering such as one powered by Impact Labs


link: product offering example

Explosive Sustainable/Social Impact Investing Growth


link: SRI/ESG Asset Growth

$9 trillion in SRI/ESG assets under management in the U.S.,
more than doubling from 2012 to 2016

1/5th of professionally managed investments

The Opportunity:
71% of individual investors are interested in sustainable investing
and 84% of Millennial investors

None of these numbers reflect the post-election Trump bump:
Investors are stepping up to support companies taking a stand and/or making a difference on social/impact causes.


SRI/ESG refers to investing with
Social/Responsible/Impact (SRI) criteria
and/or the application of
Environment/Social/Governance (ESG) factors.
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