Disruption in Wealth Management
Mandell Crawley, Global CMO, Morgan Stanley
Hardeep Walia, Founder & Chief Executive Officer, Motif Investing
Eli Broverman, Co-Founder, COO, Betterment
Rachel Perkel, Head of Marketing, Wells Fargo Wealth Brokerage & Retirement
Mark Murray, Chief Marketing Officer, BT Financial Group
Chip Cutter, Senior Editor, LinkedIn
As they introduce new operational efficiencies while enabling personalization and enhanced client service, digital disruptors are challenging traditional elements of the Wealth Management value chain. What does the future of wealth management look like as conventional firms recalibrate their business models and harness digital technology and the power of Big Data to transform their business?