Digital investment management has evolved into a flexible capability that wealth managers are using not only to address opportunities among the mass-market retail and emerging affluent segments but also the workplace and even the mass-affluent and lower-end high-net-worth segments. This panel will examine how wealth managers are managing across these opportunities today and what their plans are for enhancing their digital investment capabilities in the future.
This panel will discuss:
- The state of hybrid advice models and the potential to move further up-market
- Trends toward customization in digital investment portfolios
- Evolution of online profiling questionnaires (client goals and risk tolerance)
- Managing the trade-off between profitability and customization/personalization