2023 Top 10 Trends in Wealth Management: The Juice Is Worth the Squeeze 2023 | Aite-Novarica Group | 2 February 2023 | Webinar
Venue
What is Qwoted?
Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.
| Event Date | Thu Feb 2 EST (almost 2 years ago) |
| Location | Webinar |
| Region | Americas |
Details
This events faces its first extended downturn since the Great Recession; product, platform and business model innovation are the keys to survival and growth. 2022 delivered the first extended asset decline since the end of the Great Recession. As this carries over into 2023, innovative firms will be looking at ways to better align their channels to deliver comprehensive solutions to clients, enhancements to the user experience through the thoughtful integration of internal and external technology solutions into seamless platforms and the delivery of more comprehensive advice and associated financial products across the breadth of their client bases. To be sure, there are landmines lying in wait. Still, firms that grasp these essential innovation paths in 2023 will be well-positioned to both navigate their near-term challenges and emerge stronger competitors moving forward.
Speakers
2023 Speakers
Andrew Besheer
Director, Wealth Management Practice
David Himmel
Associate, Aite-Novarica Group
Gavin Little-Gill
Head of Securities & Investments Insights & Advisory, Aite-Novarica Group's
Meghna Mukerjee
Strategic Advisor, Wealth Management
Wally Okby
Strategic Advisor, Wealth Management
Greg Vigrass
Strategic Advisor, Aite-Novarica Group's Wealth Management practice