As the self-directed channel continues to grow at a rapid pace, traditional full service brokerages are being forced to reevaluate their wealth management strategy to support the increased demand among Investors for more investment self-service. Over the past several months, we have worked with industry analyst firm Aite Group on a research report that examines this trend.
Join us for a live Webinar, titled “Blurring the Lines: The Impact and Importance of Self-Directed Investing in Wealth Management”, to hear Alois Pirker, Research Director at Aite Group, and Joe Stensland, SVP, Managing Director of Wealth Management Solutions at Scivantage, review the report’s findings and discuss timely issues, such as:
· Self-directed investing trends and changes in the wealth management business model
· The impact on the advisor/client relationship and how the online channel can add value
· Key strategies and best practices that every executive must consider―from operational and compliance requirements to technology and the overall client experience
You can register here for full access to listen on Thursday, September 22, at 4:00pm.
All participants will also receive a copy of the Aite Group research report.