The wealth management space will continue to be a key battleground for financial service providers as an estimated $41 trillion (in the US) begins to transfer over to the next generation. Meanwhile, the wealth management industry is in the midst of significant change from new regulations to new fintech players and even blockchain disruptions. But which trends will have the biggest impact on your business and clients? We’ve asked a panel of industry analysts and experts to weigh in on this topic and provide their unique perspective to help you stay ahead of your competition.
This webinar, brought to you by Finextra and Envestnet | Yodlee, explores the opportunities and challenges driving change in wealth management.
Trends addressed include:
- The increase in fintech acquisitions by wealth management firms;
- Changes in business models driven by regulatory refinement;
- Adoption of digital wealth strategies combined with in-person advisory, as opposed to pure robo-advisor service models;
- A shift in focus of pure digital advisor models to active management, alternative investments and retirement;
- The globalization of digital wealth management.
Alongside speakers from Finextra and Envestnet | Yodlee, panelists include:
- Reg Warlop, Global Head of Digital - Wealth Management, HSBC
- Zachary Karabell, Head of Global Strategy, Envestnet
- Nick Eatock, Executive Chairman and Founder, Intelliflo
- Stephen Wall, Senior Analyst, Wealth Management, Aite Group
- Jason O’Shaughnessy, Senior Vice President, EMEA and Australia, Envestnet | Yodlee
Listen to our webinar to explore what these trends driving change in wealth management mean for the future of the business.