• Safi Bello

CFA Institute Calls on Wealth Managers to Meet Needs of Future Investors

CFA Institute press release ---- CFA Institute, the global association of investment professionals, today called for a transformation of the private wealth management profession to better address changing client needs. John Bowman, Managing Director of the Americas for CFA Institute, delivered a speech today at the organization’s annual Wealth Management conference in Nashville, urging advisers to be open to adapting new services and a more holistic approach to redefine their value proposition and meet the needs of future investors. In his speech, Bowman also announced The Value of Premium Wealth Management, research conducted by CFA Institute and Scorpio Partnership, that found while advisers and their clients define value in different ways, there are specific ways in which advisers can help bridge the gap, including embracing communication, transforming and broadening services, and preparing for the needs of millennials. To get more in depth information click on the picture below to read the release.


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