Wealth Management in a Digital World
How digital technology is transforming today’s advisor practice
Pascal CEO Howard Atkinson, one of Canada’s leading wealth management executives, takes a deep dive into the role digital technology is playing in wealth management. The session will begin by examining the challenges facing advisor’s today, the current state of technology in wealth management and present survey data looking at client expectations surrounding digital technology. Next, he’ll present the digital imperative for financial advisors as they strive to meet industry and client challenges, looking at key advisor demographics and what can be done to increase digital adoption rates so advisors can overcome challenges. Finally, the session will look at key priorities in implementing a digital strategy for advisors and the process that will enable them to future-proof their practices.