The Future of Wealth Management – is Here

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Presented by

Steve Gresham, Angie O'Leary and Kevin Ruth

About this talk

“Wealth Management” is evolving to meet the needs of an aging clientele and its connected generations. Surveys indicate clients prioritize healthcare, protected income and liquidity. How are successful advisors delivering on these complex needs, what can all advisors do to streamline their approach and add value beyond investments? *Testimonial presenter: Joseph Pedersen, CIMA®, MBA, Director, Investment & Distribution Strategy, Prudential Financial*

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Financial Advisor is a monthly financial services magazine which delivers market information for financial advisors. Its articles focus on strategies and management advice for advisors of affluent clients. Its targeted readership includes financial planners, investment advisors, and broker-dealers.