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Five Industry Trends Reshaping Financial Advice

Session Speakers
Session Description

Why Attend
Learn how to harness industry disruptions to ride the wave of change, stay on top, and add value for clients.

Session Details
Industry disruption. The truth is, even before the rise of robo-advisors, advisors have long dealt with disruptions to their business models caused by technology—and found ways to add value rather than be left behind. Be prepared to adapt your firm’s business model and to flourish by understanding the trends during a thought-leadership session that will show you what to expect, including the:

  • Convergence of historically separate industry channels
  • Crisis of differentiation
  • Search for new business models
  • Rising pressure on finding new ways to improve the client experience
  • Expectations of a new generation of digital natives

Additional Information
CIMA-1 hr, CE-1.5 hrs
Education Session
1h 15m
Session Schedule