Explore how the rapidly evolving US wealth market is creating new opportunities for asset managers, distributors, and financial advisers to rethink how they partner to serve investors. Gain insights into the forces reshaping the market and the opportunities ahead.
Key Topics:
- Explore the interconnected roles of asset managers, distributors, and advisers in serving today’s investors.
- Examine how product innovation and new investment vehicles are broadening the opportunities available through wealth channels.
- Consider what it takes to translate institutional investment expertise into solutions that work for advisers and their clients.
Continue the conversation with women from across the financial industry over networking refreshments following the discussion.
Date: Wednesday, October 14
Time: 5:00-7:30pm
Location: Wellington, 280 Congress St. 31st Floor, Boston
Register here.