Talk Your Walk: Client Reporting in a Goals-Based Framework

A session at CFA Institute Wealth Management Conference 2013

Thursday 21st March, 2013

8:15am to 9:15am (EST)

  • The increasing movement toward goals-based wealth management frameworks is changing the way managers approach their client relationships and transforming the wealth management business
  • Managers delivering this enhanced level of service remain, in many cases, wedded to traditional client reporting that is disproportionately focused on investment performance and fails to reflect the true value of the manager’s services
  • Because the sustained low-yield environment puts limits on the investment returns managers can deliver to their clients, these managers’ survival may depend on their ability to communicate their true value proposition

About the speaker

This person is speaking at this event.
Scott D. Welch

Senior managing director and member of the executive committee at Fortigent, LLC.

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Time 8:15am9:15am EST

Date Thu 21st March 2013

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