The future of wealth management [Video]

Event summary produced by The Globe and Mail Events team. The Globe’s editorial department was not involved.

Wealth management organizations are facing rapid change, from digital transformation to generative AI to shifting regulations and client needs. These new imperatives require cutting-edge strategies for innovation and growth, customer and advisor retention, and cost management.

On June 5, The Globe and Mail hosted an evening of learning and networking in Toronto, focused on the biggest changes and shifts in wealth management. The event was broadcast to a national audience on June 20.

Missed the event or would like to view a replay? Scroll down to the video player, below.

Pablo Fuchs, editor of Globe Advisor with The Globe and Mail opened the event, before handing off to Karin Kirkwood, president of Broadridge Canada, who set the stage for the program with insights on key changes and developments in the industry.

An interview followed, featuring Deanne Gage, reporter …