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Effective URL: https://www.experoinc.com/get/wealth-trends-and-technology-in-2023?LLM=prakash.hebri@franklintempleton.com
Submission: On January 13 via manual from IN — Scanned from US
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We use cookies to improve our website and give you a better experience. Learn more Got it! WEALTH TRENDS AND TECHNOLOGY IN 2023 TRENDS AND CHALLENGES FACING WEALTH MANAGEMENT IN 2023 February 1, 2023 11:00 am CT / 12:00 pm ET The wealth management industry in the United States is facing a number of significant trends and challenges, as a confluence of forces converge on the industry. During this webinar, we'll have a panel discussion on the below topics and trends that we plan to see in Wealth Management and Technology during 2023: > The increasing use of technology and automation, including the use of prospecting tools such as introhive, but also robo advisors like those offered by Betterment and Wealthfront. > The Growth of Impacting Investment (also known as ESG) - many investors are seeking out investments that not only provide financial returns, but also have a positive impact on society and the environment. > Regulation - the wealth management industry is also facing increasing regulatory scrutiny and requirements, particularly in the wake of the 2008 financial crisis. This includes the implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act and the establishment of the Consumer Financial Protection Bureau (CFPB), which aims to protect consumers from financial fraud and abuse. > Finally, the wealth management industry is experiencing significant market volatility, particularly in the wake of the COVID-19 pandemic. This has led to a focus on risk management and the use of diversification and other strategies to mitigate the impact of market fluctuations on investment portfolios. WHAT YOU'LL LEARN * Drivers Affecting the Industry: regulation, competition, technology, digitization, indexation (passive investing), new asset classes (eg crypto), market volatility, ESG and impact investing * Technologies Driving Innovation in the Industry: AI and ML, robo advisory, desktop technology, and cloud computing * How Incumbent Firms Responding to the Changing Environment: digitization and transformation, focus on financial advisor workflow and productivity * Principal Challenges and Strategies to Implement New Technologies in a Large Wealth Management Firm: overcoming legacy, integrating new technology with old, integrating across CRM, Wealth Management, Portfolio Management, Privacy Rules, Adhering to Existing and New Regulations, and Use of Mobile Technology * * * * THIS WEBINAR IS PRESENTED BY Tim Baker Managing Director, Financial Services Practice Lead , Expero Sebastian Good CEO & Co-Founder , Expero , Expero Vicky Sanders Chief Digital Officer , OpenFin Tito Singh Chief Revenue Officer, Financial Supermarket , InvestCloud , February 1, 2023 11:00 am CT / 12:00 pm ET First Name *Last Name *Email Address *Position *Company *State/Province *Country *Phone Number *What you'd like to learn Hi there, You are invited to a Zoom webinar. When: Feb 1, 2023 11:00 AM Central Time (US and Canada) Topic: Wealth Management Trends and Technology in 2023 Please click the link below to join the webinar: https://experoinc.zoom.us/j/92575451043?pwd=RDEzVnZIT2N5MW90M3hiQ1A2c0Jzdz09 Passcode: 312686 Or One tap mobile : US: +13462487799,,92575451043# or +16694449171,,92575451043# Or Telephone: Dial(for higher quality, dial a number based on your current location): US: +1 346 248 7799 or +1 669 444 9171 or +1 669 900 6833 or +1 719 359 4580 or +1 253 205 0468 or +1 253 215 8782 or +1 309 205 3325 or +1 312 626 6799 or +1 360 209 5623 or +1 386 347 5053 or +1 507 473 4847 or +1 564 217 2000 or +1 646 876 9923 or +1 646 931 3860 or +1 689 278 1000 or +1 301 715 8592 or +1 305 224 1968 Webinar ID: 925 7545 1043 International numbers available: https://experoinc.zoom.us/u/acLTQnhZps Add to Calendar Add to Calendar Feb 1, 2023 11:00 AM Feb 1, 2023 12:00 PM America/Chicago Expero Online Seminar: Wealth Trends and Technology in 2023 Hi there, You are invited to a Zoom webinar. When: Feb 1, 2023 11:00 AM Central Time (US and Canada) Topic: Wealth Trends and Technology in 2023 Please click the link below to join the webinar: https://experoinc.zoom.us/j/92575451043?pwd=RDEzVnZIT2N5MW90M3hiQ1A2c0Jzdz09 Meeting ID: 92575451043 Passcode: 312686 Or iPhone one-tap : US: +16699006833,,92575451043# or +16468769923,,92575451043# Or Telephone: Dial(for higher quality, dial a number based on your current location): US: +1 669 900 6833 or +1 646 876 9923 Webinar ID: 92575451043 International numbers available: https://zoom.us/u/acsMb87P67 Online Organizer sales@experoinc.com false 11/01/2017 aQLrFIbcEzIdjnmocmhs26086 To access this event, it must be added to your calendar. February 1, 2023 11:00 AM (Central Time) X Oops! Something went wrong while submitting the form. February 1, 2023 11:00 am CT / 12:00 pm ET First Name *Last Name *Email Address *Company *What you'd like to learn Hi there, You are invited to a Zoom webinar. When: Feb 1, 2023 11:00 AM Central Time (US and Canada) Topic: Wealth Management Trends and Technology in 2023 Please click the link below to join the webinar: https://experoinc.zoom.us/j/92575451043?pwd=RDEzVnZIT2N5MW90M3hiQ1A2c0Jzdz09 Passcode: 312686 Or One tap mobile : US: +13462487799,,92575451043# or +16694449171,,92575451043# Or Telephone: Dial(for higher quality, dial a number based on your current location): US: +1 346 248 7799 or +1 669 444 9171 or +1 669 900 6833 or +1 719 359 4580 or +1 253 205 0468 or +1 253 215 8782 or +1 309 205 3325 or +1 312 626 6799 or +1 360 209 5623 or +1 386 347 5053 or +1 507 473 4847 or +1 564 217 2000 or +1 646 876 9923 or +1 646 931 3860 or +1 689 278 1000 or +1 301 715 8592 or +1 305 224 1968 Webinar ID: 925 7545 1043 International numbers available: https://experoinc.zoom.us/u/acLTQnhZps Add to Calendar Add to Calendar Feb 1, 2023 11:00 AM Feb 1, 2023 12:00 PM America/Chicago Expero Online Seminar: Wealth Trends and Technology in 2023 Hi there, You are invited to a Zoom webinar. When: Feb 1, 2023 11:00 AM Central Time (US and Canada) Topic: Wealth Trends and Technology in 2023 Please click the link below to join the webinar: https://experoinc.zoom.us/j/92575451043?pwd=RDEzVnZIT2N5MW90M3hiQ1A2c0Jzdz09 Meeting ID: 92575451043 Passcode: 312686 Or iPhone one-tap : US: +16699006833,,92575451043# or +16468769923,,92575451043# Or Telephone: Dial(for higher quality, dial a number based on your current location): US: +1 669 900 6833 or +1 646 876 9923 Webinar ID: 92575451043 International numbers available: https://zoom.us/u/acsMb87P67 Online Organizer sales@experoinc.com false 11/01/2017 aQLrFIbcEzIdjnmocmhs26086 To access this event, it must be added to your calendar. February 1, 2023 11:00 AM (Central Time) X Oops! Something went wrong while submitting the form. ALREADY HAVE A PROJECT IN MIND? SCHEDULE A MEETING Copyright © 2021 Expero - All rights reserved.