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.”