An Overview of the Wealth Management Industry

Wealth Management Industry Primer

Wealth management is fundamentally a distribution business. It offers a white-glove service, connecting high-net-worth clients seamlessly with whatever financial products they may need.

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This primer will cover all the essentials of the industry, including the types of wealth management firms in the market, the services they offer, and what it takes to operate them successfully.

Course: 7 Chapters

Est. time: 45 mins

What's Covered In This Primer?

Introduction

Products and Services

Product Details

Market Landscape

Capabilities

Economics

Trends

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Chapter 1 Breakdown

The origins of wealth management and industry overview

Chapter 2 Breakdown

What are the various wealth management offerings?

Chapter 3 Breakdown

What banking and investment products are distributed by wealth management firms?

Chapter 4 Breakdown

What are the different types of wealth management firms?
Who are the niche players?

Chapter 5 Breakdown

What does it take to operate a wealth management firm?
What are the risk management processes and compliance processes?

Chapter 6 Breakdown

What are the main costs and revenues of a wealth management firm?

Chapter 7 Breakdown

What major trends will shape the next 3-5 years of the industry?

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Wealth Management Industry Trends

Emergence of D2C financial services

A large, fast-growing direct-to-consumer (D2C) financial services industry is emerging. This includes direct consumer access to many of the less complex products distributed by wealth management.

Democratization of access

Wealth management is offering clients access to previously unavailable assets and moving down the net worth threshold in order to counteract client losses.

Technology enablement

Technologies are making wealth management more cost efficient across costs such as administration, operations, risk management, and real estate.

How Our Wealth Management Industry Primer Can Help

Build A Foundation

Go from newbie to knowledgeable in under an hour! Our primers break down the essentials of an entire industry - products, trends, terminology, and more - into a concise, easy-to-digest format. Gain the knowledge you need quickly, so you can hit the ground running with confidence and clarity.

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Stand out when it counts! Our primers are packed with industry insights, allowing you to navigate professional conversations with greater confidence and leave a lasting impression. With a solid foundation in industry knowledge, you'll feel prepared for any client conversation that comes your way.

Gain Competitive Edge

Nothing beats knowing! Our primers are concise but we never skimp on insights. Staying up-to-date on industry challenges, opportunities, and trends empowers business leaders to make informed strategic decisions and maintain a competitive edge.

Primed for Success

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Organized and streamlined into digestible lessons

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Testimonials

It helped me to understand the wealth management industry in a very fast speed!

- Management Consultant

A simple and effective way to learn more about the wealth management industry.

- Consultant

Real world examples of the types of banks and how this could be viewed in parallel to a restaurant was really helpful.

- SaaS Sales Professional

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Frequently Asked Questions

What is a primer?

Think of a primer as your quick-start guide to understanding the landscape of an industry (such as Investment Banking, Renewable Energy, Retail, etc.).

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Industry information is readily available but Googling can lead you down a rabbit hole of scattered, inconsistent and text-heavy resources - leaving a fragmented picture of the industry. And this content can miss the mark: they’re either too long and full of extraneous details, making it tough for beginners to find what they need, or too short, leaving out critical detail.

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Primerli is changing this! All our primers are presented in a concise, engaging format, covering everything you need to know in binge-worthy videos.

Who are the primers intended for?

Primers are perfect for anyone looking to understand an industry, fast. Whether you’re a consultant preparing for a case in telecom; a salesperson hoping to make headway with a big pharmaceutical customer, or a student preparing for their first job interview, primers are the prep step that enables success.

How long does it take to complete a primer?

A full primer takes less than an hour. We pack tons of insights into each primer collection of bite-sized, binge-worthy videos that you can watch anytime, anywhere. Perfect for busy schedules - because learning shouldn’t take forever.

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And for industry aficionados, our primers are split into sections so you can bypass the introductory info and stay up-to-date on trends or brush up on terminology in less than 10 minutes.

What topics does the primer cover?

Each industry primer covers the essentials: key trends, terminology, value chain, economics, and products & services. But some of our technology and functional topic primers include additional sections to make sure all the critical information is covered and each primer is comprehensive.

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