Join research director Alois Pirker and his team for this live one-hour webinar as they identify the top trends that will shape the wealth management landscape around the globe in 2019 and beyond.
Register today and attend the webinar to:
- Hear about the changing environment for wealth management firms and how firms redefine their business and partnership models in response
- Learn how data, artificial intelligence, and APIs change the technology architecture of wealth management firms
- Gain insight on how wealth management firms progress in their digital journey and towards a hybrid advice model
Dennis Gallant is a senior analyst for Aite Group’s Wealth Management practice focused on advisor investment/annuity/product distribution and wholesaling, advisory services/managed accounts, financial planning and advice delivery, retirement income, advisor recruitment and retention, annuity and asset management product development, and advisor practice management. He has covered the financial advisor market for over 20 years and has specific expertise regarding independent advisors, including registered investment advisors (RIAs) and independent and insurance-affiliated broker-dealers.
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.
Greg O’Gara is a senior research analyst for Aite Group's Wealth Management practice, focused on retail clearing, operations, financial advisor technology, and other topics across the wealth management industry. He has done extensive research on managed accounts, financial services competitive positioning, the U.S. regulatory environment, and investor behavior—recommending tactical and strategic responses for clients.
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 digital transformation in wealth management, the registered investment advisor space, financial planning, separately managed accounts, and advisor-focused platforms and tools.
Eric Sandrib is a research associate at Aite Group, supporting the research efforts of the Wealth Management practice.
Previously, Mr. Sandrib worked in operations at ICE Data Services, where he satisfied money management firms’ financial data needs.
Mr. Sandrib has a Bachelor of Arts in Economics from Wake Forest University. He is also a 2019 CFA Level III candidate.
Denise Valentine is a senior analyst at Aite Group in the Wealth Management practice focusing on investment management topics including portfolio technology, research and operational outsourcing services, and business transformation due to regulation and disruptive technology, such as digital platforms and artificial intelligence. Ms. Valentine also looks at the retirement industry and its trends. Ms.