Bridge over ocean
7 March 2017 Multimedia

Wealth Management

Current Trends in 2017 and What They Could Mean for Industry Professionals

  1. Carin Leong Pai, CFA

This session from Wealth Management 2017 took place live in Nashville on 7 March at 4:45 p.m. CST. Topics include: Current trends showing the evolving preferences of high-net-worth clients and the economics of serving them; how the wealth management and advisory landscape could change as a result of the US Department of Labor’s Fiduciary Rule and other regulatory changes; possible impacts of fintech innovations on the wealth management business, and what roles should current and future professionals should prepare themselves for.

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