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WealthChat Special - U.S Trends
We have a special WealthChat Series from the IWI ACE conference in San Diego. Lubna sat down with industry experts to discuss the current environment and expectations for the future.
In this segment, Lubna speaks with Matt Sommer. Matt is Head of Specialist Consulting Group, Janus Henderson Investors. They discuss the top 3 trends affecting the U.S market and the ripple effects being experienced by different sectors. Matt also discusses the work he's doing around fraud awareness and prevention and how advisors can have effective conversations with clients. How can the needs of the next generation be met? What impacts are incoming regulatory changes having on investors?
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By CGI - Global Wealth and Capital MarketsWe have a special WealthChat Series from the IWI ACE conference in San Diego. Lubna sat down with industry experts to discuss the current environment and expectations for the future.
In this segment, Lubna speaks with Matt Sommer. Matt is Head of Specialist Consulting Group, Janus Henderson Investors. They discuss the top 3 trends affecting the U.S market and the ripple effects being experienced by different sectors. Matt also discusses the work he's doing around fraud awareness and prevention and how advisors can have effective conversations with clients. How can the needs of the next generation be met? What impacts are incoming regulatory changes having on investors?