The Fiduciary Rule and Its Impact on the Wealth Management Industry The Fiduciary Rule and Its Impact on the Wealth Management Industry

Our research shows just how large an impact it will have on the industry: as much as $20 billion in lost revenues (roughly 7 percent of the industry total) and up to $2 trillion in shifted assets across different players in the industry.

Industry players must take quick action to minimize the disruption to their businesses and more importantly to position themselves for longer-term success and growth. For many industry players, we see this as an opportunity to seize the competitive advantage by challenging existing business models and by accelerating the ongoing industrywide efforts to create market-winning value propositions for customers.

Our comprehensive study outlines several key aspects of the fiduciary rule:

  • A perspective on the relative winners and losers when the rule goes into effect
  • A detailed view of the asset flows and projected revenue impact by player and distribution format
  • Recommendations on actions companies can take to comply with the rule and reposition themselves in the marketplace

Key Insights Key Insights

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