Cutter Wealth Webcast
Sep 5 Thu · 2019 10:30am - 11:30am EDT
Where:

Virtual

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Event Summary

Wealth managers find themselves in a difficult position as fee compression bites into their bottom lines and client demand increases pressure for additional services. Finding new revenue models and providing more holistic wealth services requires modernizing advisor fees, reimagining the advisor role, and expanding the prospective client pool. In this webcast, we discuss some of the ways wealth managers are adding value to their offerings, and we look at four alternative fee models related to key trends such as client demand and fee compression.

Speakers

Cutter

Dru Holmquist

Senior Director, Cutter Consulting

Onawa Promise Lacewell, PhD

Senior Research Analyst and Wealth Lead

Gina McCafferty

Principal – Head of Research

Whether developing operational strategies that drive meaningful value, or evaluating, selecting, and implementing systems, Cutter is here to help.