The Outsider Inside: The “Last Honest Analyst” on the Future of Wealth Management
Wednesday, December 14, 2022
10:45 AM – 11:45 AM PDT
Location: SCC: Ballroom 6BC
CE: 1 CFP CE Credit(s)
Level of Complexity: Overview
The wealth management business is the subject of much commentary by industry pundits…a good portion of it wrong. The business is in many ways stronger than conventional wisdom would have it—but faces some significant obstacles and headwinds that if not addressed will have a meaningful impact on the business (as well as its cousins, the asset management and research businesses). Having run two of the largest wealth management businesses in the world, Sallie Krawcheck offers insider insights, many counterintuitive, into the business that financial services professionals will find useful as they participate in, partner with or serve that business.
Learning Objectives:
Understand the changing landscape of the wealth management industry.
Understand the needs and preferences of emerging client bases.
Understand the potential impact of these changes on their own business.