September 12-13, 2017, New York City Wealth management is changing rapidly, and those advisers who will succeed in the long run are those who embrace, prepare for and readily adapt to change. This new, two-day event will focus on the myriad forces that are disrupting the world of financial advice, from digital platforms and tools, pricing pressures, regulatory pressures, innovations in practice management, demographic changes, as well as new asset classes and investment vehicles that are attracting attention.
The uncertain future of the Department of Labor’s Fiduciary Rule continues to be top of mind throughout the financial services industry. Now, in the aftermath of the presidential election, advisors are aiming to put their client needs front and center amidst a shifting political and regulatory landscape.
Almost one third of financial firms are already using social media to collect client data. What will that number look like in two years’ time? Find out in this exclusive report, and discover how firms can stay competitive as digital innovation shakes up the wealth management industry.