Wealth Management – Establishing a Roadmap to an Improved Client Experience

July 27, 2022

With the intersection of product democratization and the evolution of advice in the wealth management space many questions arise: 

- What is the role of governance? 

- How important is product knowledge? 

- What is the true meaning of funded contentment beyond the four corners of your financial balance sheet? 

Panelists Brian Portnoy, CFA and Founder of Shaping Wealth; Martina Kelly, Director of Funds, IOB Ireland; Aaron Filbeck, CAIA, CFA, CIPM, FDP, Managing Director, and Head of UniFi by CAIA™, CAIA Association, and moderated by Laura Merlini, CAIA, Managing Director, EMEA, Industry Relations, CAIA Association held a lively discussion exploring the evolution of the wealth management space.