Published: 11 February 2019
Analyst(s): Financial Services Business Leader Research Team
The ongoing retirement of wealth management advisors and a lack of replacement talent presents a looming talent gap for firms. Wealth management leaders responsible for talent can use this report for insight into how to proactively source, engage and develop new advisors to replenish the frontline.
The Talent Challenge in Wealth Management
Looking to the Next Generation With Uncertainty
Challenge 1: Steeper Barriers to Entry for New Advisors
Challenge 2: No Longer Perceived as an Employer of Choice
How to Proactively Source and Cultivate New Talent
Identifying Qualified Prospective Talent
Reframing Perceptions of Careers in Wealth Management
Building Internal Pipelines of Talent
Recommended by the Authors
About This Research
©2022 Gartner, Inc. and/or its affiliates.
All rights reserved.
Gartner is a registered trademark of Gartner, Inc. and its affiliates.
This publication may not be reproduced or distributed in any form without Gartner’s prior written permission.
It consists of the opinions of Gartner’s research organization, which should not be construed as statements of fact.
While the information contained in this publication has been obtained from sources believed to be reliable, Gartner disclaims all warranties as to the accuracy, completeness or adequacy of such information.
Although Gartner research may address legal and financial issues, Gartner does not provide legal or investment advice and its research should not be construed or used as such.
Your access and use of this publication are governed by Gartner’s Usage Policy.
Gartner prides itself on its reputation for independence and objectivity.
Its research is produced independently by its research organization without input or influence from any third party.
For further information, see
Guiding Principles on Independence and Objectivity.