As wealth continues to pay attention amongst high-net-worth (HNW) and ultra-high-net-worth (UHNW) shoppers, wealth managers are pivoting their focus accordingly. Analysis from Cerulli Associates and others reveals that even advisors historically serving mass-affluent shoppers are making this shift, attracted by increased margins and accelerated asset development regardless of the challenges of elevated service expectations and focus danger.
Success on this evolving market requires adapting to adjustments pushed by main occasions just like the Nice Recession and COVID-19 pandemic. Getting it proper unlocks important development alternatives, whereas missteps can alienate shoppers throughout all wealth segments.
Be part of our skilled panel to realize actionable insights into how the HNW and UHNW markets are evolving and what it means to your follow. You may study methods to satisfy elevated shopper expectations, maximize margins, broaden your asset base effectively, and mitigate dangers related to a concentrated shopper portfolio.
By attending this webcast, you may uncover:
• The vital shifts shaping the HNW and UHNW marketplaces at the moment
• Finest practices for integrating cutting-edge client-service know-how
• Approaches to optimizing portfolio administration and tax methods for rich shoppers
• Revolutionary property and legacy planning strategies tailor-made to HNW and UHNW people
Featured Audio system:
John Manganaro | Senior Reporter | ThinkAdvisor
John Manganaro focuses his protection on all issues retirement, with a particular emphasis on the angle of monetary planning professionals and wealth managers. John’s work helps to light up the vital function of monetary advisor professionals and to reveal the vital significance of the U.S. retirement financial savings system. His protection of the retirement business has earned a number of Jesse H. Neal Awards finalist designations.
Tom Wilson, CFA | Head of Wealth Advisory, Govt Vice President| Orion
Thomas Wilson is a monetary advisor based mostly in Berwyn, Pennsylvania, working with Orion Portfolio Options, LLC. Thomas has beforehand held positions at Brinker Capital and Orion Portfolio Options. Thomas has handed the Collection 63 regulatory examination and is registered to supply companies in Nebraska.
Presently, Thomas is a part of Orion Portfolio Options, LLC, which operates out of Berwyn, Pennsylvania. The agency has 1 workplace and 404 workers. The agency manages belongings totaling $53.8 billion and serves quite a lot of shoppers, together with charitable organizations and high-net-worth people. The companies supplied by the agency embody portfolio administration for people and small companies, portfolio administration for pooled funding autos, portfolio administration for institutional shoppers, pension consulting companies, collection of different advisers, and different companies.
Shannon Spotswood | CEO | RFG Advisory
Shannon is a 25+ yr business veteran in monetary companies with an impressive popularity constructed on management roles in skilled administration, funding banking, hedge fund administration and enterprise improvement. Becoming a member of RFG Advisory in 2015, Shannon acknowledged the chance to mix her entrepreneurial expertise along with her ardour to construct an modern, advisor-focused RIA of the long run.
As CEO of RFG Advisory, a completely built-in platform designed for impartial Monetary Advisors, Shannon oversees the implementation of strategic initiatives contributing to advisor success.
A dynamic thought chief, Shannon is a sought-after speaker on operational excellence, know-how, and mentoring the following era of expertise. She additionally hosts RFG’s Disruption Blueprint podcast.
Shannon’s profession started in San Francisco, the place she distinguished herself as an Funding Banker, Hedge Fund Portfolio Supervisor, and Entrepreneur.
Dr. Ross Riskin | Chief Studying Officer| Funding and Wealth Institute
In his function on the IWI, Ross A. Riskin, DBA, CPA/PFS, CCFC, MS Tax is chargeable for creating and executing the training technique for the institute. This consists of overseeing the supply of academic programming by the institute’s three certification applications, all on-line schooling choices, and is closely concerned in program improvement for all institute delivered conferences.
As well as, he’s concerned in forming strategic partnerships with academic content material suppliers to make sure IWI is the go-to-resource for sensible business information that’s delivered utilizing probably the most modern strategies and common design greatest practices.
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