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

