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Part 3 of 3: Deriving value from new partnerships
12 minute listen
In part 2 of this series, our expert panel weighs in on how the various Wealth Management client segments – the unadvised, mass affluent, HNWI, and UHNW – are participating in the digitization underway.
The speakers
Host: Bernard Lunn – Founding Partner, Daily Fintech Advisers
Maria Gotsch – President and CEO, Partnership Fund for New York City
Efi Pylarinou – Founding Partner, Daily Fintech Advisers
Paul Metcalfe – Head of Market Development, North American Wealth Management, Thomson Reuters
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