Technology has reshaped the wealth management industry and will continue to transform the future of the business. What are some specific developments that could have the most significant impacts on the way wealth managers work in the future?
In this episode of NEXT, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Bill Bruckner, Managing Director at BNY Mellon Pershing, to dive into the key findings from a new “NEXT: Wealth Management Firm of the Future” Research report.
Mark and Bill discuss:
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About Our Guest:
William Bruckner is a Managing Director and the Head of Consulting and Implementation in the Wealth Solutions group of BNY Mellon | Pershing. He leads a group of consultants providing expert guidance in the fields of business management, technology, and operations, and an integrated implementation team that can bring a client’s vision to life.
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