Welcome to our ongoing exploration of the future of wealth. Over the coming months, we'll be rolling out a series of thought-provoking blogs that delve into various facets of the evolving wealth landscape. From emerging trends in investment strategies to the impact of technology on wealth management, each instalment offers unique insights into where the world of wealth is headed.
In December 2023, LSEG collaborated with other industry stakeholders to sponsor detailed research into changing preferences and emerging trends within the wealth industry. Conducted by ThoughtLab, our research included a global survey of 2,000 investors across multiple countries, wealth levels, and other characteristics.
Follow this page to keep updated with our latest blog releases and join us on this journey as we navigate through the complexities and possibilities of tomorrow's wealth market.
Understanding the sustainable investment knowledge gap
In this, the fourth and final in this series that looks at the evolution of the wealth industry – and the impact of this evolution on advisors, investors, wealth firms, brokerages and other industry stakeholders – we focus on the sustainable investment knowledge gap.
Investor trust in AI
In our third blog we explore the evolution of the wealth industry – and the impact of this evolution on advisors, investors, wealth firms, brokerages, and other industry stakeholders – looking closely at investor trust in AI.
Understanding the experienced investor
Our latest sponsored research explores the dynamics of the wealth industry today – and delivers some real-world insights that will shape key wealth trends in 2024 and beyond.
In this second insight we explore the evolution of the wealth industry – and the impact of this evolution on advisors, investors, wealth firms, brokerages, and other industry stakeholders – we focus on the experienced investor and explore the responses provided by those with substantial experience in the wealth space.
Unpacking the changing role of financial advice
LSEG has unpacked ThoughtLab’s findings through a series of content that explores the evolution of the wealth industry. The first piece looks closely at:
- The pertinence of trust in a successful advisor/client relationship, during times of market volatility and uncertainty.
- The advice trends that the wealth industry can expect to see in 2024 and beyond.
- The adoption of new behaviours considering AI technology sophistication and ESG considerations.
% of investors, categorised by age, who use a financial advisor.
% of investors, categorised by investment experience, who plan to start using a financial advisor by 2027.
% of investors satisfied with investment performance, categorised by use of a financial advisor.
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