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Leading advisory firms are engaging clients with strategies to retain existing clients and grow assets. This Innovation Studio highlights:
- Using alternative investments to enhance existing portfolios
- The increasing role of portfolio and account technology to help create better client outcomes and an easier advisor experience
- How longevity and planning solutions will both retain clients and engage Gen2 adult children by focusing on the preparation of Gen2
Hosted by Cheryl Nash, Chief Customer Executive, InvestCloud
Tom West, CLU, ChFC, AIF, Senior Partner, Signature Estate & Investment Advisors, LLC
Michael Keogh, Managing Director, iCapital
Michael Roth, Global Chief Product Officer, Digital Wealth, InvestCloud