On-demand webinar: Launching Next Generation Wealth Offerings for Retail Investors

Overview

Hear from our panel of experienced global experts from institutions such as Vanguard, ING, Franklin Templeton, McKinsey, and Azimute Real, as they discuss how firms are leveraging cutting-edge technology solutions to enhance their wealth management services in the rapidly changing retail investment market.

During the webinar, we will dive into:

1. How investor behaviours and preferences are changing across different global geographies.

2. The impact of changing regulations such as the retail investment strategy: Is it a risk to the Wealth Management sector, or an opportunity to reshape businesses and better address end-client needs?

3. Real examples of next generation direct wealth offerings being launched for retail investors, showcasing how top companies around the world are using next generation technology to launch market-leading solutions.

4. The role of AI in transforming the way people receive investment advice.

5. Emerging asset types that are becoming more prevalent for retail customers.

Don't miss this unique opportunity to stay ahead of the curve in this rapidly evolving space and gain invaluable knowledge from industry leaders.

When

This webinar was recorded on Thursday 19th September 2024. You can access the on-demand recording by completing the form.

Panel

Join our panel of global experts for an interactive live discussion and Q&A session, where you can engage directly and gain additional insights.