12:55 PM - 1:30 PM
Standing Apart in a Crowd
Director of Practice Management, TD Ameritrade Institutional
This session offers insights into the expectations and demands of the high-net-worth investor in a post-crisis world, explores new trends in catering to the unique needs of the wealthy and how leading wealth management firms are rewriting the rules of client engagement to attract this highly coveted market. Finally, we will discuss emerging trends that are giving some advisory practices a competitive edge.