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The Future Investment Advisor

A discussion of digital transformation in wealth management through 2021.

Traci Mabrey and Darrell Campfield of Broadridge discuss changes in wealth and asset management through to 2021 with a focus on digital transformation.

Drawing on research from Roubini ThoughtLabs, Broadridge and other industry thought leaders from a recent report, "Wealth and Asset Management 2021: Preparing for Transformative Change," Traci and Darrell help firms prepare by answering key questions like: Why should firms go digital? What will the digital transformation look like? And how will it change the relationship between advisors and investors.