Thursday, May 07, 2015 3:45pm - 4:15pm
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?