In recent years, wealth management firms have had a reputation of disruptive innovation that sends seismic waves throughout the industry. Read More
MODERATOR: Doug Fritz Founder
F2 Strategy
PRESENTER: Marshall Smith Executive Vice President, Services First Rate, Inc.
PRESENTER: Daryl Roxburgh President and Global Head Bita Risk
PRESENTER: Mark Hays Director of Sustainable and Impact Investing, Vice President Glenmede
HOST: David Armstrong Editor-in-Chief and Executive Director of Content and User Engagement Wealthmanagement.com
In recent years, wealth management firms have had a reputation of disruptive innovation that sends seismic waves throughout the industry. The avant-garde nature of firms and the connection between innovation and technology has not only appealed to a blooming segment of young investors, but it has influenced the style and course for many traditionally-styled wealth management firms.
Then, something unexpected and unheard of rocked the globe (AKA COVID-19). As a result of the uncertain and volatile market, impact investing has seen a spike of interest among investors, however, it is now coupled with an uncertain future within wealth management. This has left firms wondering how are they going to overcome the challenges of the economic downturn, how is impact and ESG investing going to shift innovation, and what will now be required to grow their business and retain clients?
This webinar will feature industry leaders in technology, innovation, wealth management solutions, and ESG investing. Here are key takeaways and questions to be answered:
What factors will play a part in the survival of wealth management?
What does the future of impact and ESG investing look like after the dust settles from COVID-19?
What innovations will arise from the market downturn in response to impact and ESG investing?
CFP, CIMA®, CPWA®, CIMC® and RMA®, and AEP® CE Credits have been applied for and are pending approval.
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