Sarah Tipple - Bernstein Private Wealth Management
Samantha Trebesch - Raymond James Financial, Inc.
As operating models across wealth management firms have (and continue to) evolve, so too has client reporting. For the most part, client reporting has grown in stature over the past decade as a key strategic enabler for asset retention and new business, in parallel with other new and improved tools, such as digital content, sophisticated portfolio management, financial planning capabilities, practice management, financial planning, and investment support.
This panel will discuss:
- Client reporting trends and, specifically, how they play into digital engagement.
- Importance of digital videos/animation in the client reporting process.
- Evolution of impact reporting and how it plays into business development.