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Leading forward: The future of wealth

In this video series, we sit down with wealth management leaders from the U.S. and U.K. to discuss trends in the financial services industry and their thoughts on the future of wealth. 

We explore topics shaping the future of the wealth management industry, including how technology is remaking the client experience, the ways that hiring strategies are evolving, and the demographic shifts that are driving transformation in wealth management.

Our contributors include:

  1. Alex Twiss, Managing Director, Connor Broadley
  2. Grayson Greer, Managing Director, Global at First Rate
  3. David Lincoln, Partner, WISE Insights
  4. Mayank Prakash, Group Chief Operations Officer, Evelyn Partners
     
January 4, 2024

The changing adviser role

Alex Twiss, Managing Director at Connor Broadley, on the evolution of the adviser relationship.

January 3, 2024

Innovative hiring strategies to deepen the labor pool

David Lincoln, Partner at WISE Insights, on sourcing talent for wealth management firms.

January 3, 2024

Pricing strategies to drive revenue

David Lincoln, Partner at WISE Insights, on realizing future revenue for wealth managers.

January 3, 2024

Building future foundations

Alex Twiss, Managing Director at Connor Broadley, on the future transformation of wealth management.

January 3, 2024

Evolving through technology

Mayank Prakash, Group Chief Operations Officer at Evelyn Partners, on technology opportunities and challenges.

January 3, 2024

Three pillars of transformation

Mayank Prakash, Group Chief Operations Officer at Evelyn Partners, on the key elements of wealth management transformation.

January 3, 2024

Technology-enabled client experiences

Grayson Greer, Managing Director, Global at First Rate, on emerging technologies in wealth management.

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