Panel 1: Scaling Without Diluting Advice: The New Wealth Management Model
Dec 1, 2026 — 04:30 pm - 5:05 PM
Main stage
Description
How can firms grow assets and serve increasingly demanding clients without increasing costs at the same pace? Industry leaders and practitioners will discuss their approaches to advisory, data and automation: what enhances client relationships, frees up time and improves profitability.
