November 15, 2017 | NetMeeting
As investor demand evolves towards outcome-based services rather than investment performance, the tools and offerings that wealth and asset managers should develop to strategically position themselves will become increasingly client-centric and data-driven. Firms must take several critical steps to win in an environment where the traditional roles of asset manager, platform, and advisor are transforming.
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Professionals from Casey Quirk by Deloitte discuss:
- the future of how advice will be delivered to investors,
- this transformation's implication on current business models, and
- how asset managers and wealth managers need to transform to succeed.
Introduction:
Arlen Oransky, SVP, Chief Membership and Programs Officer, MMI
Speakers:
Tyler Cloherty, Senior Manager at Casey Quirk by Deloitte
Chloe Gardner, Consultant at Casey Quirk by Deloitte
Duration:
50 minutes (including time allocated for Q&A)
Contact:
Tyler Cloherty, Senior Manager
Casey Quirk by Deloitte
203 -898 -4223
t.cloherty@caseyquirk.com
Chloe Gardner, Consultant
Casey Quirk by Deloitte
917 -244 -5365
c.gardner@caseyquirk.com
