Cutter Wealth Webcast
Dec 12 Thu · 2019 10:30am - 11:30am EST


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Event Summary

It's been an exciting year for the wealth management industry with new partnerships, emerging technology, and innovative products continuing to transform the market. Many of these initiatives are the result of a dynamic fintech landscape, which is broadening wealth managers’ client base and propelling further digitalization across the industry. Nevertheless, trends set by agile fintech firms could pose competitive and operational challenges for traditional wealth managers. Join Cutter Wealth as we discuss some of the top fintech themes impacting the wealth management industry, such as:

  • New fintech offerings support downstream push of wealth management services
  • Growing demand for advanced data tools among both advisors and clients
  • Goals-based planning has become a ubiquitous feature among fintech offerings
  • Proliferation of partnerships and M&A among tech providers
  • Fintech developments indicate growing demand for compliance and risk solutions
  • Blockchain is gaining acceptance across the wealth management industry



Dru Holmquist

Consulting Principal - Distribution and Client Operations

Onawa Promise Lacewell, PhD

Director, Consulting

Gina McCafferty

Principal – Head of Research

Katrina Pirner

Senior Research Analyst

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