We’re pleased to provide you with insights like these from Boston Private. Boston Private is now an SVB company. Together we’re well positioned to offer you the service, understanding, guidance and solutions to help you discover opportunities and build wealth – now and in the future.
The wealth management industry is evolving at a breakneck pace. Increased competition, the proliferation of technology and changing consumer preferences are propelling the industry to a new age. To try to predict what that new age of financial services will look like, I think we can look to a familiar tool: the Waze navigation app.
Anthony DeChellis, CEO of SVB Private, is a contributor to Forbes’ Finance Council, an invitation-only group of thought leaders in accounting, financial planning and wealth management.