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Opportunities And Challenges in the Landscape for Financial Advice: A Nerd’s Eye View

Session Speakers
Session Description

Why attend:
In a fireside chat, explore current and future challenges facing the financial services industry with one of its foremost voices.

Session details:
Join industry nerd Michael Kitces as he sits down with Lisa Salvi, Vice President of Schwab's Advisor Services Business Consulting and Education, to discuss the current state of the financial advisory landscape, where he sees the industry heading, and what he thinks advisors should be preparing for to survive and thrive in the future. Ask the questions that matter most to you in a Q&A segment. Mr. Kitces will cover a wide variety of topics, including the:

  • Convergence of broker-dealer and RIA channels
  • Crisis of differentiation amongst advisors
  • Search for new business models and why AUM isn’t dying
  • How to justify fees with a better client experience
  • What FinTech disruption will and will NOT replace in advisory firms
  • Expectations of a new generation of clients who are digital natives
  • Fiduciary rules, robo advisors, and other current trends

 

For CPE Credit:
Learning Objectives:

  • Convergence of broker-dealer and RIA channels
  • Crisis of differentiation amongst advisors
  • Search for new business models and why AUM isn’t dying
  • How to justify fees with a better client experience
  • What FinTech disruption will and will NOT replace in advisory firms
  • Expectations of a new generation of clients who are digital natives
  • Fiduciary rules, robo advisors, and other current trends

Prerequisite: None
Program Knowledge Level: Overview
Delivery Method: Live
Field of Study: Business Management & Organization

Additional Information
CPE-1 hr, CIMA-1 hr, CE-1 hr
Education Session
1h
Session Schedule