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Transforming for the new normal: Why wealth advisors and family office firms need to make that digital business transformation now

Now Available On Demand

Clients’ needs are rapidly changing. Technological advancements, combined with economic and demographic changes are disrupting wealth management. How can advisors and family office firms effectively navigate the changing landscape—and what new capabilities should they adopt to become the digitally enabled 'trusted' wealth advisor of the future?

Don’t miss the opportunity to attend this webinar, where we’ll talk about:

  • The evolving role of wealth advisors/family office firms and how COVID and other external forces have accelerated these changes
  • Key factors to consider when it comes to digitally transforming the wealth management workforce
  • What are the top technology solutions to consider implementing 
  • How to seize the opportunity to meet their clients where they are

Sponsored by



CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Theodora Lau
Unconventional Ventures


Bill Sullivan
Advisory Board Member
Ascent Private Capital Management


David Armstrong - Moderator
Editor-in-Chief and Executive Director of Content and User Engagement