November 14, 2016

How will digitization reshape Wealth Management? Part 1: Digital disruptions in Wealth Management

Thomson Reuters

Part 1 of 3: Digital disruptions in Wealth Management

12 minute listen

In part 1 of this series, our expert panel discusses:  

  • How will the digitization of financial services impact Wealth Management operations?
  • Will the digital disruption lead to fewer asset managers, researchers and investment professionals?
  • Which truly disruptive innovations are surfacing? Will they bring about new financial assets, new roles for asset managers, or new functions for stock exchanges?

The speakers

bernard-lunn-headshot

Host: Bernard Lunn  Founding Partner, Daily Fintech Advisers

Maria Gotsch

Maria Gotsch – President and CEO, Partnership Fund for New York City

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Efi Pylarinou – Founding Partner, Daily Fintech Advisers

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Paul Metcalfe – Head of Market Development, North American Wealth Management, Thomson Reuters


Click here to listen to part 2: The impacts on various client segments

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