Our upcoming webinar will engage wealth management experts in a free-flowing discussion of what these changes will mean for the industry. Specifically, we will address such critical issues as:
- Will social value become central to investment strategies in the future, or will investors return to maximizing financial returns if the market falls?
- How far should wealth management firms go to incorporate ESG into different aspects of their business approaches, from marketing, communication, and analysis to investment products and advisory services?
- Which regulatory changes—from KYC and AML to data security and privacy to investor protection and fiduciary standards--will have the largest impact on the wealth management industry over the next few years?
- How should wealth management providers change their onboarding methods, client advisory services, and outsourcing strategies to improve compliance?
Lucy Heavens, Advisory Board Member, FinTech B2B Marketing
Lou Celi, CEO of ThoughtLab
Hanspeter Wolf, CEO of Appway
Olivia Fahy, Head of Culture, TCC Group
Nina Kerkez, Director of Consulting, Lexis Nexis Risk Solutions
See you at the webinar!