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We are at an unprecedented time in our industry – volatility has returned to global markets, technological advancements and innovation are forming a more competitive landscape, and the needs of tomorrow’s clients are continuously evolving.
There are two pivotal trends centered around evolving client needs that are currently influencing the broader wealth industry.
To navigate the new market regime, the traditional 60/40 portfolio is evolving, and new sources of returns and diversification are needed. More advisers are redesigning portfolios with alternative strategies to provide this element of diversification or seeking access to private markets to amplify returns.
Source: Praemium managed account research, March 2024
Source: Left chart: Netwealth Advisable Australian Research 2024. Right chart: BlackRock and Investment Trends data. Time saved for advisers assumes that advisers saved an average of 15.7 hours a week as per the Investment Trends Managed Account Report. This equates to around 816 hours a year and 8164 hours over 10 years, which is around 340 days after diving by 24 hours per day.
Introduce more scalable, off-the-shelf solutions to help scale and simplify your practice, freeing up more time for clients, who are increasingly interested in areas beyond just investment expertise.
We have distilled three underlying themes that successful adviser teams share: a streamlined investment approach, increased business efficiency, and psychological safety among their team and clients.
The clients you serve tomorrow will be different from those you serve today. BlackRock can help you earn tomorrow’s clients and grow your business for the future.
As a global investment manager and fiduciary to our clients, our purpose at BlackRock is to help everyone experience financial well-being. Since 1999, we've been a leading provider of financial technology, and our clients turn to us for the solutions they need when planning for their most important goals.
1Source: Australian Financial Review, October 2024
2Source: NAB, 11 November 2024
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