Whitepaper · 2026
Private Wealth in Transition
How advisors, RIAs and asset managers win the next decade of client growth — our view on acquisition, pricing, technology, demographics and product.
Noah Keats · Managing Partner · n.keats@interlakenadvisors.com
Inside the paper
Eight sections, written for people who have to act on them
The new edge in private client acquisition
Where net new assets are actually coming from, and the outreach models that still convert.
How the fastest-growing firms grow
Repeatable business development systems rather than personality-driven production.
AI and the advisor experience
Where technology is reshaping client and advisor workflows — and where it is noise.
What clients now expect
The service standards that have become table stakes, and the habits that are obsolete.
Fee competition and pricing
How to price advice and adjacent services without conceding margin by default.
Demographics and targeting
Which client segments reward focus over the next decade.
Alternatives and product design
Why some products are failing and what investors want in a portfolio now.
How Interlaken Advisors helps
In-person sales training, proprietary client acquisition models and an end-to-end sales platform.
Want this applied to your firm?
We deliver in-person sales training, private client acquisition models and a full outreach-to-retention sales platform.