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US wealth management in 2035: A transformative decade begins

1/29/26, 5:00 PM

McKinsey's report on the U.S. Wealth Management in 2035 describes an industry undergoing significant change—shaped by demographic shifts, technological advancements, evolving client expectations, and a looming advisor talent shortage. This future highlights a vital point: the human aspects of financial services—relationship building, empathy, communication, and trust—will be even more critical as technology advances.

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