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17 September 2024 | 9:35 AM - 10:10 AM

Wealth Industry Mega Trends

Nick will consider four global wealth industry "mega trends". Delving into these key areas, Nick will look at: the size and construct of advice practices, changes in demand for advice, advisers' capacity constraints, industry consolidation and fee pressure, the pace of technology adoption and how advisers are utilising AI in their practices to bring about personalised engagement with their clients.

Speakers

Global Head of Strategy and Execution

Nick VanDerSchie

Global Head of Strategy and Execution
Morningstar Wealth