Infographic: Planning 2023

There are some major trends to watch that will shape the planning industry over the next ten years.

The planning industry is entering a "perioud of profund flux," writes Financial Planning editor Ann Marsh. With enormous shifts under way in demographics, technology and global wealth, the planning industry will have to adapt to meet the needs of a changing client base.

For the visually inclined, we've created an infographic to highlight some of the major trends.

400

[Click to enlarge]

Read More: 

For reprint and licensing requests for this article, click here.
Practice management RIAs Technology Client strategies
MORE FROM FINANCIAL PLANNING