The Wealth Management of the Future Roundtable

The increased empowerment of the consumer means changes for advisers

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.

Why financial advice will always remain a relationship business

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.

Integrating all adviser processes through technology

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.

Investment management’s importance could wane in favor of advice

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.

Improving financial service by utilizing new technologies

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.

Forecasting the future of wealth management

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.

Why advisers must rethink the level of advice they provide their clients

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.

Advisers need to go beyond niches to succeed

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.

Using technology to bridge the knowledge gap for clients

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 adviser’s financial guidance.

Why NextGen advisers need to form connections with NextGen clients

November 20, 2013 | Runtime: 3:52

Amy Webber of Cambridge Investment Research on why it’s important for young advisers to engage with NextGen investors so they can be situated as the “adviser of choice” once a generational wealth transfer occurs.

Videos 1-10 of 10

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