Name
Investor Economics Update: “Welcome to the Future of Wealth Management: On Revolutions, Robots and Client Delight"
Description
An industry expert will discuss how the industry continues to go through rapid change. This presentation will explore industry-level trends for wealth management from the demographics of clients and household wallet, through products and distribution models, to evolving competitive frameworks.
Speakers
Goshka Folda President and CEO - Investor Economics
Date & Time
Tuesday, November 5, 2024, 3:00 PM - 3:45 PM