Opening Remarks (Natalie Sunderland, Global Head of Marketing and Communications, BNY Mellon)
Now, Next, and Beyond: The Future of Wealth Management (Moderator: Ben Harrison, Head of Wealth Solutions, BNY Mellon | Pershing, Rashmi Badwe, Executive Vice President, Chief Operating Officer, Wealth Management, TIAA, Rush Benton, Senior Director, Strategic Growth, CAPTRUST, Brian Hamburger, Founder, MarketCounsel/Hamburger Law Firm, Liz Nesvold, President, Cresset Capital and Penny Phillips, Co-Founder and President, Journey Strategic Wealth)