Web Seminar
Financial wellness: Implications and opportunities for advisors

Oct. 20, 2020 | 2 PM ET/11 AM PT
Hosted by On Wall Street

The role of wealth management is expanding, driven by rising consumer needs and accelerated by the pandemic. The demand and adoption of financial wellness programs are on the rise, especially in the workplace, as the financial services industry seeks to support employees and clients across their entire household financial balance sheet. But what does that mean for financial advisors?

Join our webinar and hear from Dennis Gallant, Senior Analyst at Aite Group, and Heather Brown, Senior Product Manager, Envestnet | Yodlee, as they discuss and define the emerging financial wellness marketplace and how advisors are expanding their services to address the client’s entire household, and the segments of clients they support.

Discussion topics will include:

  • Defining financial wellness and the household services provided.
  • Trends driving the demand for advice and key advisor challenges/opportunities.
  • How financial advisors are supporting holistic advice and positioning their practice and services.
  • The critical role of digitalization in providing a client experience and delivering scale.
Speaker
Dennis Gallant
Senior Analyst
Aite Group
Speaker
Heather Brown
Senior Product Manager
Envestnet | Yodlee
Moderator
David Adler
Wealth Management &
Behavioral Finance Expert

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