May, 2024

22MAY1:00 PMWebinar Replay | Opportunities in the Evolving Wealth Management MarketWatch the Replay

Event Details

May 22, 2024 | Watch the Replay

Opportunities in the Evolving Wealth Management Market Webinar

Financial advisors are prioritizing financial planning and other holistic services, blurring the lines between distribution channels. This shift is prompting asset managers to rethink their distribution strategies. Hear perspective from FUSE Research Network on opportunities for asset managers in today’s evolving wealth management market. Topics included:

  • The rapid growth of independent RIAs
  • Advisors’ embrace of model portfolios
  • How the wholesaler role is changing

Presenter:

Loren Fox
Director of Research
FUSE Research Network
 

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