By Vijay Raghavan, senior analyst at Forrester
Covid-19 permanently changed the ways in which customers seek advice and how financial advisors dispense it. As customers and advisers alike have permanently adopted new ways of interacting in digital channels, new challenges will face wealth management firms in 2022.
Emerging out of the lockdown is a new asset class that is going mainstream.
The number of crypto retail investors grew from 5 million in 2016 to 101 million in 2020, and 13 percent of Americans bought or traded crypto between June 2020 and June 2021 (by comparison, 24 ...