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2007 Top 10 for Brokerage & Wealth Management: Business Drivers, Strategic Responses, IT Priorities

Published by: TowerGroup

Published: Oct. 23, 2006 - 11 Pages


Table of Contents



TowerGroup Take-Aways

Report Coverage

So You Want to Be a Trusted Advisor?

The Top 10

Exhibit 1 US Brokerage & Wealth Management Top 10 Business Drivers, Strategic Responses, IT Priorities (2007)

Business Drivers for Brokerage and Wealth Management Firms

Demographic trends

Concentration of wealth

Regulation

Advisor productivity/profitability

Transfer of responsibility/liability to the individual

Technology innovation/adoption

Pricing pressure

Nontraditional competitive threats

Security and fraud

Investor sophistication

Strategic Reponses to Business Drivers

Shift to fee-based revenues

Compliance through business intelligence

Data management strategy

Product innovation and architecture

Buy/build/merge/divest

Products and services for retirement income planning

Asset allocation and advice (modern portfolio theory)

Integration of trust services

Outsourcing

Suboptimal accounts

Technology Priorities to Support the Strategic Responses

IT architecture and systems optimization

Client engagement: portal and reporting

Client data management

Supervisory systems

Workflow with integrated compliance

Enhanced advice tools

Account aggregation

Customer data security

Interindustry connectivity

Mobility applications

Summary







Abstract

What are the drivers that will affect the retail brokerage and wealth management industry over the next twelve months? As both institutions and providers of technology start planning and budgeting for 2007, they seek independent perspectives on these issues. This TowerGroup Research Note provides the outlook of TowerGroup's Brokerage & Wealth Management analysts based on aggregation and synthesis of conversations with clients and industry contacts. Working from the foundation of the top 10 drivers affecting the industry, we projected the top 10 strategic responses from institutions and the resulting technology priorities they must meet to be successful in those responses

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