After a year of disruption in wealth management — widespread working from home, virtual meetings between financial advisors and their clients, volatility in the stock market — the world will hopefully begin recovering later this year. Many of the trends the pandemic in finance accelerated may be here to stay. Catherine Keating brings us her dispatches from the front lines of financial advice. Join us to hear about:
Where is wealth management headed in a post-pandemic world?
What can wealth management do to help Americans fight student debt, underfunded retirement plans, and the difficulties of saving?
How can we increase diversity among wealth managers while serving an increasingly diverse population of investors?
How can we invest in a low-interest-rate environment?