Massive changes in wealth management: Generational shifts & ETFs

Killian Lonergan, Head of Distribution Intelligence at Brown Brothers Harriman, discusses the massive changes affecting the world of wealth management.

He highlights the generational shift where $80 trillion is expected to transition to Millennials and Gen Z over the next two decades, the technological advancements in digital and distribution space, and the evolving value changes in investment strategies. Lonergan also touches on the policies in the UK and EU aimed at encouraging retail investment while maintaining protections, and the innovative role of ETFs as the proving ground for new financial products. Tune in to understand the future of wealth management and retail investment.