The New Era of Investment Management: What to Consider Now

Presented by

Marie E. Dzanis, Laura Hanichak Gregg

About this talk

In this video we discuss insights from our recent research that will help you benchmark your business and client service models relative to your peers. •How the DOL rule and other regulatory moves change the "big picture" on investments •How index investing and robo advice are changing the landscape •To what degree is investment management an advisor's principal value-add? •How views toward the use of third-party asset managers have changed in recent years •Determining which asset classes may be best suited to external investment managers •When in-house investment management may make the most sense

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