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Ultra-Rich Families Set to Control $9.5T by 2030, Deloitte Says

Wealth Management

As wealth grows, family offices are catching up with hedge funds in size.

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U.S. Demographics: Largest 5-year cohorts, and Ten most Common Ages in 2022

Calculated Risk

The table below shows the top 10 cohorts by size for 2010, 2022 (released recently), and the most recent Census Bureau projections for 2030. In 2022, the top 6 cohorts were under 45 (the Boomers are fading away), and by 2030 the top 10 cohorts will be the youngest 10 cohorts. Note the younger baby boom generation dominated in 2010.

Economy 363
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Daylight CEO Underscores The Need For Philanthropic Planning Know-How

Wealth Management

Those advisors in the UHNW space without philanthropic planning services and understanding could be "left behind" by 2030, according to Daylight Advisors CEO Dien Yuen.

Planning 278
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The Future Of Financial Advice: How Tech and Approaches In 2030 Will Differ From Today

Nerd's Eye View

Professional service industries tend to evolve over time as the regulatory environment evolves and new technologies emerge. For instance, the financial advice industry has seen many changes to regulations (for both advisors and their clients), advisor business models, and the advisor technology landscape.

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Global Hiring Guide: Top Emerging Fintech Hubs

In fact, according to a report from Korn Ferry, by 2030, more than 85 million jobs could go unfilled across three major industries: telecommunications, manufacturing, and technology. The fintech industry is growing exponentially — in the first quarter of 2022, the sector saw a 182 percent increase in tech job growth.

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Former Wholesaler Says Data Platform Will Help Tackle Lack of Diversity in Asset Management

Wealth Management

Former Vanguard wholesaler Devon Drew wants to bring $1 trillion in assets to demographically underrepresented investment managers by 2030.

Assets 246
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The Year 2030: My Conversation with ChatRET Clients

Advisor Perspectives

I wrote this article in 2030 after I interviewed several retirees whose income plans were designed by ChatRET.

Clients 97