Dennis Gallant, Senior Analyst, Aite Group

Tony Leal, President, Envestnet MoneyGuide
Michael Liersch, Head of Advice and Planning, Wealth & Investment Management, Wells Fargo & Company
Richard Owen, Vice President, Wealth Management, Ortec Finance

The demand for advice in North America continues to expand. The COVID-19 crisis has not only accelerated this trend but also highlights many of the gaps and shortcomings facing current and prospective clients, from a lack of emergency funds to an inability to access estate planning. The post-pandemic marketplace will present an opportunity for growth and new business development as investors seek to resolve and address a wide variety of advice needs. This panel will discuss how leading wealth management firms and advisors are focusing on financial planning as well as identifying the key areas of advice and service on which they plan to focus. Topics include:

  • How is the demand for advice in North America changing, and what is the scope of planning services?
  • How are firms engaging clients, and what is their level of receptivity?
  • How are firms addressing longevity planning as well as delivering multigenerational wealth planning and engaging the client’s heirs?
  • How are wealth managers supporting financial planning tools and advice solutions in North America?