Overview

This webinar brings together leading industry voices to explore how the advisory model is changing, what clients will expect from wealth managers over the next decade, and how firms can evolve to remain competitive in an increasingly dynamic marketplace.

Rather than focusing on products or short-term market trends, the discussion will examine the structural changes redefining the profession and the capabilities wealth managers will need to succeed in the years ahead.

Key Takeaways

By attending this webinar, participants will:

  • Understand the structural trends reshaping the wealth management profession
  • Explore how client expectations are changing across different generations of investors
  • Examine how technology and personalisation are influencing the future of advice
  • Learn how leading firms are adapting their business models to remain relevant and competitive
  • Identify the skills and capabilities wealth professionals will need over the coming decade

Date and Time

28 October 2026

11:00 AM ET | 4:00 PM BST

Speakers

Aamir A. Rehman

Chair
Innate Capital Partners

Meb Faber

Chief Investment Officer
Cambria Investment Management

Genevieve Hayman

Senior Manager - Macro Systems & Foresight
CFA Institute

Thomas M. Idzorek, CFA

Chief Investment Officer of Retirement
Morningstar Investment Management LLC