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Home / White Papers 2023

The state of investment and wealth management in 2023-2024

Franklin Templeton
21 December 2023

Contributors

Sandy Kaul, Head of Digital Asset and Industry Advisory Services, Franklin Templeton
Robert Crossley, Head of Industry Advisor Services
Alegria Apikelis, Sr. Analyst, Advisory Services
Charles Johnson, Wealth Director, Fiduciary Trust International

This paper spans three broad topics: where the industry sits today, warning signs indicating that a shift to a new era is approaching, and the coming era of better living through investing. Given the breadth of material covered in the study, we’ll pique your interest with the top 10 takeaways. These are just scratching the surface of each insight and we encourage you to dig deeper by reading the full paper or the key findings to better understand what these developments may mean for you and your business.

Download the full paper | Download key findings

21 December 2023

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