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The wealth management industry has experienced significant consolidation over the last number of years, but will 2022's market turbulence put a pause to a multiyear record of M&A volume?
June 30
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Andrew Altfest, president, Altfest Personal Wealth Management; Iraklis Kourtidis, CEO, Rowboat Advisors; Sam Palmer, head of strategy, Digital Wealth Planning & Advice, J.P. Morgan Wealth Management
June 30
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Ben Cruikshank, head of Flourish, Flourish; Laura Varas, CEO and founder of Hearts & Wallets
June 30
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Mitali Prasad, portfolio manager & research analyst at Trillium Asset Management; Edward Allen, managing director and head of ESG & climate client coverage at Americas, MSCI
June 30
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Gavin Spitzner, president at Wealth Consulting Partners; Andrew Smith Lewis, special advisor at CAIS; Koley Corte, senior vice president and global head of business transformation at AllianceBernstein
June 30
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Michael Diamond, product area leader, Core Investments, at Fidelity; Maxwell Lane, head of product at Flourish
June 30
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Nicole Cope, head of advisors at Ally Wealth; Jeff Scafer, CEO and co-founder at CommonGood Capital
June 30
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Most digital experiences clients interact with — including music, clothing, books, entertainment and social media — have become hyper-personalized. Despite this, investments are often managed with a "one-size-fits-all" approach. Learn how AI-powered technology can empower wealth managers to grow their businesses through investment personalization at scale.
June 30
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David Snider, founder & CEO of Harness Wealth; Jay Jiyuan Wu, founder and director atNovus Power; Oleg Tishkevich, CEO at Invent.us
June 30
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Carolyn Kim Allwin, head of ESG at Capco; Aubre Clemens, global head of sustainable research at JP Morgan; Amantia Muhedini, sustainable investing strategist at UBS; Roseliny Genao, vice president, investing with impact/D&I analyst, Global Investment Manager Analysis at Morgan Stanley
June 30
