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Asset Management: Trends and

Opportunities in the Coming Year

November 15th CE Digital Forum | 4:00 – 4:50 pm ET

 

 

 

A live, interactive session paneled by senior executives at this year’s award-winning firms

It’s no secret that all aspects of the investment management value chain are undergoing dramatic change, pushing basis points further and further towards zero. Combine this with the dramatic movement to passive investing and the industry is reaching a tipping point. How can asset managers and advisors continue to differentiate their models and reverse the trend towards commoditization?

 

Is Direct Indexing the answer? Are niche approaches the next go-to solution? Has the pandemic changed anything? What are the trends and opportunities for advisors in this new environment? Join our panel of industry experts and luminaries to find out as they debate the latest aspects of an industry in transition. Register

 

 

 

 

Moderator

Jeff Strange
Relationship Manager
FUSE Research

 

Panelist

Cliff Walsh
Chief Investment Officer
American Portfolios

 

Panelist

Brett Hillard
Managing Director of Investment Research
Key Private Bank

 

Panelist

Rene S. Picazo
Executive Vice President
Allspring Global Investments

 

 

 
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Asset Management: Trends and
Opportunities in the Coming Year

Monday, November 15th | Start time: 4:00 pm EDT | 1:00 pm PDT

 

 

 

Continuing Education Credits: CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP®
CE Credits have been applied for and are pending approval.

 

 

  Not able to attend the live event?
Archived versions of Digital Forums from WealthManagement.com are available for viewing on demand shortly after broadcast. Register today and you will receive an email with login instructions as soon as the replay is available.
 

 

 

 

 

 

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