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
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.