2022 client research conducted by the Investments & Wealth Institute shows that clients expect wealth management teams to deliver services through a diverse team that reflects a mix of professionals who are multi-competency, multi-gender, multi-generational, and multi-cultural.
2022 client research conducted by the Investments & Wealth Institute shows that clients expect wealth management teams to deliver services through a diverse team that reflects a mix of professionals who are multi-competency, multi-gender, multi-generational, and multi-cultural. The ethics and expertise required of wealth management professionals continue to evolve, and there are more programs than ever to help underrepresented practitioners to enhance their knowledge, skills, and abilities. After a short research presentation highlighting these trends in the delivery of wealth management services, a panel of volunteers will discuss the future profession.
Speaker:
Omar Qureshi, CIMA®, CPWA®, Managing Partner, Investment Strategist, Hightower Wealth Advisors
Angela D'Angelo, Vice President, Training & Client Experience, National Bank Financial Wealth Management
Premier Continuing Education (CE):
- 1 hour of CE credit for CIMA®, CPWA®, and RMA® certifications
- Credit is automatically uploaded to your certification record(s) but can take up to 24 hours to be reflected
- One year from the date purchased