What will you learn?
With the wealth management industry in flux, this stream will address the impact of changing client needs and technology developments, giving you tools and strategies adapt early to ensure future growth, and to harness new technologies to improve the client experience.
Critical discussions around the changing face of wealth management include:
- Marrying roboadvice with human advisers
- Impact investing: Redefining the wealth management landscape
- Diversified product offerings in a new era of wealth management
- Automated client reporting and financial management
Speakers will be announced soon!