Talent, tech as keys to solving the wealth management’s challenges

Wealth management’s future as an industry could depend on attracting new and diverse talent and convincing the current and next generations of financial advisors to adopt technology tools.

Executives from J.P. Morgan Chase, Envestnet, Northwestern Mutual and RIA-backing private investors Wealth Partners Capital Group speaking this week at Financial Planning’s INVEST Conference explained how wealth managers’ challenges revolve around practice succession and getting buy-in from advisors and clients. Engaging and attracting clients and aspiring advisors from historically excluded groups can help wealth managers tackle those problems, according to experts participating in three panels.?

Read more: How talent and tech hold the key to solving the industry’s challenges

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