Power Panel: The Future Of Client Centricity In A Tech-Disrupted Wealth Landscape. The Great Wealth Transfer To Millennials |& Baby Boomers Has Already Started & New Heirs Are Demanding Faster Digitalization Than The Previous Generation. What Should Wealth Managers Be Prioritising Now?

FinovateFall 2024 · 11 September 2024 · 14:50–15:15

Power Panel: The Future Of Client Centricity In A Tech-Disrupted Wealth Landscape. The Great Wealth Transfer To Millennials |& Baby Boomers Has Already Started & New Heirs Are Demanding Faster Digitalization Than The Previous Generation. What Should Wealth Managers Be Prioritising Now? was a session at FinovateFall 2024 on 11 September 2024 in New York, with 4 speakers on record.

Speakers

• Andrea Finan — Panelist
• April Rudin — Panelist CEO, The Rudin Group
• Michelle Julia Ng — Panelist Founder, Blue
• Ali Geramian — Panelist Partner, Index Risk