The wealth management industry in the United States is facing a number of significant trends and challenges, as a confluence of forces converge on the industry. During this webinar, we'll have a panel discussion on the below topics and trends that we plan to see in Wealth Management and Technology during 2023:
> The increasing use of technology and automation, including the use of prospecting tools such as Introhive, but also robo advisors like those offered by Betterment and Wealthfront.
> The Growth of Impacting Investment (also known as ESG) - many investors are seeking out investments that not only provide financial returns, but also have a positive impact on society and the environment.
> Regulation - the wealth management industry is also facing increasing regulatory scrutiny and requirements, particularly in the wake of the 2008 financial crisis. This includes the implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act and the establishment of the Consumer Financial Protection Bureau (CFPB), which aims to protect consumers from financial fraud and abuse.
> Finally, the wealth management industry is experiencing significant market volatility, particularly in the wake of the COVID-19 pandemic. This has led to a focus on risk management and the use of diversification and other strategies to mitigate the impact of market fluctuations on investment portfolios.
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