Top 10 Trends in Wealth Management, 2021: The Future Is Now | Aite Group LLC | 12 January 2021 | Webinar
Venue
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| Event Date | Tue Jan 12 EST (almost 4 years ago) |
| Location | Webinar |
| Region | All |
Details
Attend the webinar to:
• Hear about how market consolidation will reshape the wealth management industry globally
• Learn how just-in-time advice and financial wellness are changing client engagement
• Gain insight on why financial advisors need to adjust their prospecting methods and why wealth management firms must improve client onboarding and adopt data analytics
Speakers
2021 Speakers
Dennis Gallant
Senior Analyst, Aite Group’s Wealth Management
Meghna Mukerjee
Global Editor, Private Banker International magazine
Wally Okby
Senior Analyst, Aite Group’s Wealth Management
Alois Pirker
Research Director, Aite Group's Wealth Management
Sophie Schmitt
Senior Analyst, Aite Group's Wealth Management