The convergence of investment management and WealthTech – coupled with massive shifts in the global markets and economy – have created an environment in which wealth management is more important and valuable than ever. Advisors now have the ability to deliver more customized planning and investment services to their clients; the advisors who can deliver the best client experiences and outcomes over the next 6-to-12 months will have high retention rates, establish valuable connections with current and future clients, and in turn will set their firms up for success for the next three-to-five years.
This Wealth Management EDGE Visionaries webcast will offer an assessment of the current market and economic environment, while also providing a deep dive on innovations in WealthTech and investment management that have the most potential to re-define the future of wealth management.
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Sponsored by
Mark Bruno - Host
Managing Director, Wealth Management
Informa Connect
Michael Lane
Head of iShares U.S. Wealth Advisory
BlackRock
Tim Edwards, Ph.D
Managing Director and Global Head of Index Investment Strategy
S&P Dow Jones Indices
Shannon Spotswood
President
RFG Advisory
