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The Out of Sync Advisor: How Innovation in Wealth Management Gets You in Line

Deloitte Dbriefs | Financial Services

Start Date and Time

April 9, 2013 2:00 PM

End date and time

April 9, 2013 3:00 PM

Time zone:

(GMT-05:00) Eastern Time (US & Canada)

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Host: Val Srinivas, Senior Manager - Deloitte Services LP
1 Intermediate CPE Credit: Specialized Knowledge & Applications

Wealth managers continue to adjust to the new realities ensuing from the recent financial downturn. As they struggle to recover lost profitability, and more importantly investor trust, wealth managers must also cope with more conservative clientele. We'll discuss:

Emerging trends in wealth management service delivery.
The growing role of multi-family offices and how they could be a model for the industry.
How disruptive innovation can upend entrenched players with solutions that break the price-performance constraint.

Learn results of a recent Deloitte survey on the mass affluent segment, and explore ways investment advisors can innovate to get back in sync with their clients.

Please note: CPE Credit is not available for viewing archived programs.

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