The Wealth Management of the Future Roundtable
November 21, 2013 | Runtime: 3:38
Leda Csanka of Cetera talks about how advisers must adjust in the face of their clients being empowered with more technology and more data.
November 21, 2013 | Runtime: 3:53
Cetera CEO Valerie Brown on how as advisers look forward, being able to embrace technology to complement their client relationships will allow them to adapt and withstand the changing times.
November 20, 2013 | Runtime: 4:04
Vin Campagnoli of Raymond James details how technological advances allow advisers to integrate the various parts of their businesses to increase efficiency and better serve clients.
November 20, 2013 | Runtime: 4:05
Raymond James president Scott Curtis on how technology and the evolution of the industry could cause investment management to become less of an adviser's focus.
November 20, 2013 | Runtime: 3:15
Berthel, Fisher and Company CEO Thomas Berthel on how brokers, firms and consumers alike are all adopting new technologies, forcing a shift in how the financial advice process unfolds.
November 20, 2013 | Runtime: 3:52
Amy Webber of Cambridge Investment Research on why itís important for young advisers to engage with NextGen investors so they can be situated as the ďadviser of choiceĒ once a generational wealth transfer occurs.
November 20, 2013 | Runtime: 4:09
Doreen Griffith of Securities America on how technology can be a tool for communicating clearly and succinctly with clients so they can maximize their understanding of an adviserís financial guidance.
November 20, 2013 | Runtime: 2:24
National Planning Corp. CEO John Johnson on how advisers need to broaden beyond specialties, or form multi-specialty teams, to meet the next generation of clients' demands.
November 20, 2013 | Runtime: 2:57
Raghav Nandagopal of Broadridge Financial believes technology is a huge disruptor in the advisory space, and the business models and client-service approaches of advisers will need to change to accommodate a new set of demands from clients.
November 19, 2013 | Runtime: 3:32
Securities America CEO Jim Nagengast looks at the areas in which clients will need the most advice, how the role of advisers will evolve amid technological advances and how to solve an ongoing adviser shortage.
- TD Ameritrade Institutional 2014 National Conference Tuesday, Jan 28, 2014
- Financial Services Institute: OneVoice 2014 Friday, Jan 24, 2014
- The Wealth Management of the Future Roundtable Monday, Jan 13, 2014