In our first podcast of 2023, we unpack the current trends in wealth management.
Georgina Smith is joined by Morningstar’s Victoria Reuvers to dive into the local and global wealth management trends. The duo also tackles what the landscape of women in the investment and financial advisory space looks like as Victoria shares personal stories on navigating the industry.
In this podcast, we aim to help you, the wealth manager of the future, to connect the dots in the forever evolving wealth management landscape. Listen now.
Featuring:
Georgina Smith
INN8
Victoria Reuvers
Managing Director of Morningstar Investment Management South Africa
Subscribe to our podcast
Related resources
- Webinar: 2022 Global Wealth Management Trends. Watch this webinar where we unpacked the wealth management trends for 2022 and see how they compare to current trends in the industry.
- Whitepaper: The Value of Advice, choosing the right financal adviser for you can be difficult sometimes but this whitepaper helps you navigate the hard decisions and unpacks the value of advice.
- Article: To become a successful wealth manager of the future, there are insights you need to consider, read them here: From Trends to Change: Key considerations for success as a Wealth Manager in South Africa.
MONTHLY SCOOP
Subscribe to our Monthly Scoop Newsletter to stay up to date everything INN8 and the evolving financial industry with key insights from our Investment Platform and DFM teams.
