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The Changing Wealth Management Workplace

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The Changing Wealth Management Workplace

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An examination of how workplace design can respond to current trends and position wealth management companies for future success.

Wealth management firms are accustomed to weathering economic, regulatory and geopolitical shifts. But today the pace of these changes has accelerated to unprecedented levels. Changes in investor demographics, a growing wealth gap, cyberthreats and emerging technologies like artificial intelligence, data analytics and cryptocurrencies are exacerbating the challenges. These firms must also create effective post-pandemic work environments—often a hybrid solution between office and home—that will help them prevail in the increasingly heated war for talent.

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