Abstract
The practice of private wealth management continues to change as quickly as it grows. For insight on key business trends that will influence wealth management over the next three to five years, CFA Institute Magazine invited three experts to share their views in a roundtable discussion: Stephen Horan, CFA, CIPM, managing director of credentialing at CFA Institute; Mark Tibergien, CEO and managing director at Pershing Advisor Solutions, LLC (a BNY Mellon company); and Scott Welch, chief investment officer at Dynasty Financial Partners. The following excerpts were taken from the participants’ remarks. A subsequent column will discuss the impact of technology trends.
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