The past decade has seen an accelerated pace of change across just about every industry—and wealth management has certainly not been immune. Amid technological innovation, evolving consumer preferences, demographic shifts, and more, advisors are being forced to reevaluate their roadmaps for current and future success.
Our upcoming webinar, scheduled for Wednesday, June 22nd at 11:00am ET, will explore the ongoing evolution of the wealth management space and the steps that advisors can take to future-proof their practices. Ethic co-founder and president Jay Lipman will be joined by two speakers from global financial services firm Morningstar:
- Shila Wattamwar, global head of retail and wealth ESG strategy
- Nick Johnson, product manager, indexes
The conversation will explore how advisors can harness the shifts toward passive investing, ESG, and personalization to augment the client experience and better engage prospects. We look forward to seeing you there!