Organic Growth Strategies for 2024
Leading advisory firms are engaging clients with strategies to retain existing clients and grow assets. This Innovation Studio highlights:
- Using alternative investments to enhance existing portfolios
- The increasing role of portfolio and account technology to help create better client outcomes and an easier advisor experience
- How longevity and planning solutions will both retain clients and engage Gen2 adult children by focusing on the preparation of Gen2
https://www.youtube.com/embed/rjp-e4muBWE
Hosted by Cheryl Nash, Chief Customer Executive, InvestCloud
Tom West, CLU, ChFC, AIF, Senior Partner, Signature Estate & Investment Advisors, LLC
Michael Keogh, Managing Director, iCapital
Michael Roth, Global Chief Product Officer, Digital Wealth, InvestCloud
The Four Unstoppable Trends Shaping Asset and Wealth Management
Organic growth has stalled in both asset and wealth management. The underlying trends include the impact of increased consumer expectations, new service preferences, provider capacity and the looming demographic challenge of longevity. What are the four key trends – and what are the leaders doing to win?
https://www.youtube.com/embed/0jGdI-C3Hqo
Steve Gresham, Managing Principal, NextChapter
Nalika Nanayakkara, Managing Partner, Americas Financial Services EY
Part 1 of the 2024 NextChapter Innovation Summit
PEAK 65™: Longevity is Here to Stay - Get Ready!
More Americans turn 65 in 2024 than in any year – ever. Historic longevity is the underlying trend changing the advice industry and society overall. Clients and their families face difficult choices and need assistance. This session provides the Peak65 research and backdrop for providing retirement solutions, plus:
- The implications for individuals and their financial advisors for the use of protected income strategies to improve investment portfolios.
- How the world of retirement plans will help improve retirement outcomes.
https://www.youtube.com/embed/lIbJex2jGXY
Anne Ackerley, Head of the Retirement Group, BlackRock
Jason Fichtner, Ph.D., Chief Economist at Bipartisan Policy Center & Head of ALI Retirement Income Institute
Tim Seifert, Head of Retirement Solutions Distribution, Lincoln Financial Group
Facilitating Access to Outcome-Shaping Products
Advisorpedia talked with Joanna Kanakis, EVP and Head of Business Development at Halo Investing, live at the 2023 MMI Annual Conference in Austin, Texas.
https://youtu.be/NTjXhzfDpIA?list=PLkSc-2XiNMQicjCT4XnGDqF98nlO_Axxh
Actions for Fixed Income Investors as Growth Decelerates
Advisorpedia talked with Manju Boraiah, Head of Systematic Edge Fixed Income and Custom SMA Investments at Allspring Global Investments, live at the 2023 MMI Annual Conference in Austin, Texas.
https://youtu.be/KDa4yPh9LlU?list=PLkSc-2XiNMQicjCT4XnGDqF98nlO_Axxh
Having the Family Conversation
Recorded at the BNY Mellon | Pershing INSITE 2023 Conference.
Advisorpedia talked with Steve Gresham, the Managing Principal of NextChapter, live at the 2023 INSITE conference in Orlando, Florida.
https://youtu.be/xjko_xJXnLU?list=PLkSc-2XiNMQicjCT4XnGDqF98nlO_Axxh
Nurturing a Sense of Purpose in the Next Generation
Recorded at the BNY Mellon | Pershing INSITE 2023 Conference.
Advisorpedia talked with Vaneesha Dutra, a Professor of Financial Markets & Real Estate at Howard University, live from the 2023 INSITE conference in Orlando, Florida.
https://youtu.be/CQrsMDaSTgQ?list=PLkSc-2XiNMQicjCT4XnGDqF98nlO_Axxh
Creating Productivity and Employee Engagement
Recorded at the BNY Mellon | Pershing INSITE 2023 Conference. Media Center Powered by:
Advisorpedia talked with Ben Harrison, Head of Wealth Solutions at BNY Mellon | Pershing, at the 2023 INSITE conference in Orlando, Florida talking about productivity and employee engagement
https://youtu.be/KWyBAY5nCgM?list=PLkSc-2XiNMQicjCT4XnGDqF98nlO_Axxh