Top 10 Trends in Wealth Management, 2018: Redefining the Business Model

Join research director Alois Pirker and his team for this one-hour webinar as they overview the top trends in wealth management to help you prepare for the year ahead.

Attend the webinar to:

  • Hear about the changing environment for wealth management firms and how it will redefine the business model
  • Size up the concerns over how artificial intelligence works as well as its ramifications, operational risks, and data privacy issues
  • Gain insight on the retirement crisis, account aggregation, and blockchain

Please note, the live version of this webinar is open to the public, but only clients of Aite Group's Wealth Management practice will have on-demand access to the webinar recording.

Click here to register for this webinar!

January 24, 2018
Wednesday, January 24, 2018 at 11 a.m. ET

Bill Butterfield is a senior analyst with Aite Group’s Wealth Management team, focused on retail clearing (both self-clearing and correspondent clearing), operations, financial advisor technology, and other topics across the independent broker-dealer and insurer-affiliated broker-dealer spectrum.

Isabella Fonseca is a senior member on Aite Group’s Wealth Management team. Isabella has over 20 years of experience as an international consultant to companies in North America, Europe, and Latin America. She specializes in the wealth management market, advising banks, brokerages, asset management firms, insurance companies, and technology firms on business, product, and technology strategy. Isabella brings to Aite Group a deep understanding of the financial services marketplace and structure as well as technology solution knowledge in the wealth management industry across regions.

Meghna Mukerjee is a senior analyst on the Wealth Management team writing about market trends as well as regulatory and digital shifts impacting wealth managers, private banks, independent asset managers, and family offices across Europe and the Asia-Pacific. She has a specific focus on regulations such as Markets in Financial Instruments Directive II (MiFID II), the Second Payment Services Directive (PSD2), and the Common Reporting Standard (CRS), and she also writes about private banking business models and market opportunities.

Javier Paz is a senior analyst within Aite Group's Wealth Management practice. In this role, Mr. Paz examines brokerage trends in business, regulation, and technology across asset classes. Areas of particular expertise include retail FX and other self-directed trading, trader/investor segmentation, front-end trading technology, and margin-trading regulations.

Alois Pirker is the research director for Aite Group's Wealth Management practice, specializing in trends in the wealth management market. He has published extensively on topics including the registered investment advisor space, financial planning, separately managed accounts, and advisor-focused platforms and tools.

Denise Valentine is a senior analyst at Aite Group in wealth management, focusing on investment management topics such as portfolio technology and related processes ranging from traditional portfolio systems to portfolio management techniques leveraged within digital advice platforms. Ms. Valentine further focuses on data analytics, artificial intelligence, and retirement industry trends, such as the Department of Labor fiduciary rule and the defined contribution segment. Ms. Valentine spent several years with Aite Group evaluating the institutional asset management market.