The Evolution of Asset and Wealth Management: The Past 40 Years and the Next 40

The businesses of asset management and advice continue to evolve and, in some cases, the two are increasingly converging. While asset managers and advisors continue to specialize, relying on each other to drive better outcomes for their clients, the relationship between these pieces of the value chain is changing. Some advisors feel that asset managers are encroaching on their territory, while others have embraced innovative new solutions from asset managers to grow their business and deepen client relationships.

In this session, Bob Oros and Katie Koch discuss issues critical to both registered investment advisors and asset managers, including consolidation, regulation, fee pressure, the evolving advisor tech stack, the rise of exchange-traded funds, models, and direct indexing. Attendees will come away from the session with a fresh understanding about the evolving roles of asset managers as key suppliers and the changing demands of the advisors they serve in their joint efforts to empower investor success.