The Five Drivers of Future-Ready Wealth Management Firms with Jeffrey Levi and Rafael Couto

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