Wealth management is one of the final frontiers for digital disruption. Driven by technological advancements and new client demands, the industry is in the early stages of what will be a major shift in how clients and firms inform, engage, and transact with each other over the coming decade. Leveraging findings from the 19th annual World Wealth Report 2014 (and the sister publication of the Asia-Pacific Wealth Report 2014), learn about this new paradigm and how firms can respond.

With one of the largest generations in history comes tremendous buying power: Millennials spend $1.3 to $1.7 trillion annually. In fact, this group of digital natives represents a lucrative market and the next generation of financial clients. To make inroads with Millennials, firms must appeal to their demand for services and experiences on par with those delivered by retail and other industries that have learned how to capitalize on consumer interactions in the digital era.

Instant access to trusted business networks are empowering Institutional Investors and Asset Managers with unprecedented information to aid investment decisions. We will share some key findings from our new LinkedIn research on how emerging technology is being leveraged for insights during the investment process and highlight key opportunities for influence moving forward.

Consumers are further through the purchasing cycle before they reach out to sales departments. Increasingly marketers are looking to nurture customers through the marketing funnel across multiple channels.