The largest trends in the asset management industry are shaped by the changing ways financial advisors are running their business. In response to client demands, financial advisors have adapted their business, and macro-trends in asset management are driven by the attempts to keep pace.
This interactive panel discussion discussed hot topics such as:
- Rethinking product and market approaches to meet the fast-changing customer demands
- Resetting your top product priorities for 2023 and beyond
- Competing in a new playing field: adjusting to the shift in customers gearing towards alternative investments (digital assets, VC, Pe, real estate, etc)
- Improving client relationships through digital transformation
- Reaching advisors in today’s environment post-COVID and delivering insight and information in the way clients want to consume.
Speakers:
Greg Palmer, Vice President, Finovate
Greg Palmer has more than a decade of fintech experience working for Finovate, a fast-paced, demo-first showcase of the latest innovations and ideas in financial and banking technology. Greg is Finovate’s resident MC, hosting Finovate’s live events, podcast, and video pieces. He’s also an accomplished public speaking and demo coach.
These experiences have given Greg a unique bird’s-eye-view of the fintech industry as it has come to prominence. He’s seen thousands of demos and interviewed countless industry experts, watching not only individual innovations as they gain traction, but also the high-level trends that have shaped the industry. While he sometimes serves as a “fintech translator,” taking ideas and language from inside fintech and making it accessible to those “outside the bubble,” Greg’s true passion lies in pushing financial service providers to do more for the people all over the world who need new technologies to create a brighter financial future for themselves. A more diverse, inclusive, resilient financial ecosystem benefits everyone, and there’s nothing Greg likes more than providing a platform and a spotlight for fintech’s innovators and dreamers.
Dodd Kittsley, National Director, Davis Advisors
Dodd Kittsley is the National Director at Davis Advisors, an independent, employee-owned investment management firm founded in 1969. Dodd was previously Head of ETF Strategy for Deutsche Asset Management, the Global Head of ETP Research for BlackRock and Head of Due Diligence for iShares. At Barclays Global Investors, he was responsible for providing thought leadership to financial intermediaries and was Director of Sales Strategy, leading a team that created and delivered ETF product and industry related insights. Mr. Kittsley has also held research and fund due diligence positions at State Street Global Advisors and Morgan Stanley. He has published extensively and is a frequent speaker at industry conferences and in the media. Dodd Kittsley National Director Davis Advisors Mr. Kittsley earned a B.A. degree from Hamilton College and a Master’s degree from University of Houston. He holds various U.S. securities licenses and serves on FINRA’s continuing education committee. He received the Chartered Financial Analyst (CFA®) designation and is a member of CFA® Institute.
Marguerita Cheng, Chief Executive Officer, Blue Ocean Global Wealth
Marguerita (Rita) Cheng helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. The chief executive officer of financial advisory firm, Blue Ocean Global Wealth, Rita helps people meet their life goals through the proper management of financial resources. She is passionate about helping them navigate some of life’s most difficult issues—divorce, death, career changes, caring for aging relatives—so they can feel confident and in control of their finances. She takes pride in her ability to make a difference in people’s lives. Rita also volunteers her time as a SoleMate, or charity runner for Girls on the Run, raising money to win scholarships for girls.
Rita is a Certified Financial Planner® (CFP®) professional, a Chartered Retirement Planning Counselor, Retirement Income Certified Professional®., and a Chartered SRITM Counselor (CSRIC®). She is a member of the CNBC Financial Advisor Council. She is a regular columnist for Kiplinger & US News & World Report, and a past spokesperson for the AARP Financial Freedom Campaign. In addition, she serves as a Women’s Initiative (WIN) Advocate and a member of the Diversity Advisory Group (DAG) for the CFP Board. In 2021, she was named the #7 Most Influential Financial Advisor in the Investopedia Top 100. She named a Woman to Watch by Investment News in 2017.
Watch the full webinar recording:
