This opening panel will survey the major commercial forces reshaping the advice and investment research ecosystem. Licensees are consolidating and expanding their influence over investment governance, the balance of power across the value chain is shifting, and the gatekeeper model is under greater scrutiny than at any point in the past decade. Meanwhile, access to private markets and the AI tech revolution continues to present sharp opportunities and perils. The panel will take a leadership position on the key trends shaping and reshaping wealth management.
Includes table discussion
