This week, Jack Sharry talks with Jeffrey Levi and Rafael Couto for a deep dive into the future of wealth management. Jeffrey is a Principal at Casey Quirk Deloitte and leads the firm’s Strategy Offering for Financial Services. He advises wealth and asset managers on complex strategic challenges and spearheads research in areas like private credit, alternative investments, and evolving investment strategies.

Rafael, a Senior Manager at Deloitte, helps wealth managers and retirement providers navigate large-scale technology and operational transformations. He focuses on boosting efficiency and improving service delivery, particularly in the growing convergence of workplace and wealth management.

Together, they unpack Casey Quirk’s latest white paper, which outlines five key growth drivers for the wealth management industry over the next decade. They explore the critical capabilities top-performing firms are building—and how these firms are aligning strategy, technology, and operations to deliver stronger growth and better client experiences.

In this episode:

(00:00) - Intro

(02:37) - Why Deloitte is doubling down on wealth management research

(04:03) - Casey Quirk's research participants

(06:01) - The five core drivers of future growth in wealth management

(09:43) - How these capabilities show up across different channels

(11:00) - What it means to build a “transformative DNA” within a firm

(15:30) - The challenge of delivering a truly holistic client experience

(19:40) - How leading firms are earning and maintaining client trust

(24:30) - Why the core wealth platform is becoming a key competitive edge

(26:52) - Taking an end-to-end approach to platform design

(29:14) - What the future of work looks like in this space

(33:17) - Rafael’s and Jeffrey's interests outside of work

Quotes

"In our advisory work, we're seeing a widening gap in performance, growth, and advisor and client experience in the overall marketplace. Some firms are winning, some firms are clearly more stagnant, and in some cases, some firms are starting to decay." ~ Jeffrey Levi

"The ecosystem that exists today is going to look very different in five to 10 years because service providers are all evolving to become technology providers. We're seeing massive convergence across servicers, technology firms, clearing and custody firms, TAMPs. We’re seeing IBDs want to launch a platform as a service model to serve other parts of the landscape." ~ Jeffrey Levi

"When we looked at the characteristics of those that are growing faster, we really saw that they're shaping their services around financial advice and having that at the center of the journey." ~ Rafael Couto

"When we say end-to-end, it is what you put in front of the client that matters. But then you have to think all the way down to the operational component, and how you bring everything together. The value you bring to the client is what really makes you win in the market." ~ Rafael Couto

Links 

Jeffrey Levi on LinkedIn

Casey Quirk, A Deloitte Business

Rafael Couto on LinkedIn

Deloitte

Chip Roame

Ridgefield 8 Bocce

Connect with our hosts

LifeYield

Jack Sharry on LinkedIn

Jack Sharry on Twitter

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