Bridge over ocean
4 May 2017 Multimedia

Tech and Wealth Management

Transformative or Disruptive?

  1. Steve Lockshin
  2. Sebastian Dovey
  3. Megan Carpenter

This forum, co-sponsored by CFA Society Los Angeles, launched the CFA Institute Private Wealth Management Forums, created to stimulate discussion of the likely changes to the wealth management profession in the coming five years.

See how CFA Institute is taking a leadership role in shaping the future of wealth management.

This is an archived recording of a live broadcast that took place on 4 May 2017.

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