Technology has reshaped the wealth management industry and will continue to transform the future of the business. What are some specific developments that could have the most significant impacts on the way wealth managers work in the future?
In this episode of NEXT, Mark Bruno, managing director at Informa Wealth Management, speaks with Bill Bruckner, managing director at BNY Mellon | Pershing, to dive into the key findings from a new “NEXT: Wealth Management Firm of the Future” Research report.
Mark and Bill discuss:
- How the rise of mobile has improved advisor-client relationships
- How artificial intelligence will shape financial advice in the future
- The services that financial advisors will provide the most in the next five years
- What pain points for advisors will be addressed within the next few years