Overview
What will clients demand from wealth managers in ten years, and are you ready?
Client expectations are shifting, wealth is transferring across generations, and technology is rewriting the economics of personalized advice. The wealth management profession is not just evolving at the margins. Its core advisory model is being restructured. This webinar brings together Genevieve Hayman, Senior Manager of Macrosystems and Foresight at CFA Institute; Meb Faber, Chief Investment Officer at Cambria Investment Management; Thomas M. Idzorek, CFA, Chief Investment Officer at Morningstar Investment Management; and Aamir Rehman, Chair at Innate Capital Partners, to examine the structural forces redefining the profession, not the product trends or short-term market noise. The conversation focuses on what it will take to remain competitive over the next decade and what capabilities wealth professionals need to build now.
Timings:
11:00 AM ET | 4:00 PM BST
Key takeaways
- Structural trends redefining the profession The discussion goes beyond market cycles to examine the deeper forces reshaping how wealth managers deliver value.
- Generational shifts in client expectations As wealth transfers across generations, client priorities, communication styles, and definitions of trusted advice are changing alongside it.
- Technology and the future of personalized advice Advances in technology are raising the bar for individualized guidance and altering how firms build and scale advisory relationships.
- Business model adaptation Leading firms are already rethinking their models to stay relevant. The webinar examines what those adaptations look like in practice.
- Capabilities wealth professionals need next Succeeding in the decade ahead requires specific skills. The panel identifies what advisers should be developing now.
CFA Institute members can self-report 1 PL credit for attending.
Speakers
