What Will Define the Next Decade of Wealth Management?
The wealth management industry is entering a new era—one shaped by AI, rising competition, and changing market dynamics.
In this conversation from MarshBerry’s inaugural Ascend Summit, John Orsini, MarshBerry Director, sits down with Peter Mallouk, President and CEO of Creative Planning, to discuss what founders and firm leaders should be thinking about as they plan for the future.
Peter shares key insights on how AI may improve advisor efficiency in the near term while creating longer-term disruption across the profession. He also reflects on how periods of uncertainty—from the financial crisis to COVID—can become growth opportunities for firms that are prepared and disciplined.
Most importantly, Peter challenges leaders to consider whether their firms are truly built for durable growth. After a decade of strong market tailwinds, the next stage of wealth management may require clearer specialization, stronger competitive advantages, and a more intentional approach to scale.
