Next Podcast: The Wealth Management Firm of the Future

Next Podcast: The Wealth Management Firm of the Future

The Wealth Management Firm of the Future: WealthTech to Watch

October 13, 2022

Technology has reshaped the wealth management industry and will continue to transform the future of the business. What are some specific developments that could have the most significant impacts on the way wealth managers work in the future?

In this episode of NEXT, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Bill Bruckner, Managing Director at BNY Mellon Pershing, to dive into the key findings from a new “NEXT: Wealth Management Firm of the Future” Research report.

Mark and Bill discuss:

  •  How the rise of mobile has improved advisor-client relationships
  •  How artificial intelligence will shape financial advice in the future
  • The services that financial advisors will provide the most in the next five years
  •  What pain points for advisors will be addressed within the next few years

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Connect With Bill Bruckner:

About Our Guest:

William Bruckner is a Managing Director and the Head of Consulting and Implementation in the Wealth Solutions group of BNY Mellon | Pershing. He leads a group of consultants providing expert guidance in the fields of business management, technology, and operations, and an integrated implementation team that can bring a client’s vision to life.