CIBC’s Wealth Management Executive Council Conference
Speaking at the CIBC’s wealth management executive council conference. So many opportunities ahead for the financial industry in the platform economy. Wealth management definitely being one of them! Automating investment advice and targeting the ever growing segments in the market; baby boomers, millennials and gen X-ers as well as the gig economy (so self employed folks), a demographic expected to reach 45% of the market by 2020!!