John Taft Discusses “An Industry in Transition” at Recent Events

Baird Vice Chairman John Taft spoke at two recent industry conferences on current and developing trends in the wealth Management industry. Taft noted significant challenges – fee compression, digital disrupters, passive investing, ETFs, aging client and advisor demographics – but suggested they are outshone by opportunities to provide clients with value-added holistic life advice, helping them navigate increased longevity and improving their chances of achieving long term goals.

Taft (right) addresses attendees at the Strategic Insight Amplify Conference on October 9 in New York.

 


Taft (middle) participates in a panel discussion for the Money Management Institute on October 22 in New York.

For more of John Taft’s insights, visit his blog “Finance For The Greater Good.”