Coalition of industry leaders to conduct ground-breaking study into the future of wealth management in the post-pandemic era
Summary
To get a broad perspective, the program will include an advisory board of leading financial, technology, consulting, and research organizations; in-depth interviews with market leaders and experts; and economic modeling and analysis by ESI ThoughtLab’s team of economists. “The convergence of digital, social, regulatory, and demographic change is upending the wealth and asset management industry,” said Lou Celi, CEO of ESI ThoughtLab and the project director. As part of this open research initiative, ESI ThoughtLab will provide regular updates on the program, along with the latest analysis, useful data resources, and valuable insights, to the global financial community. To register for this interactive panel discussion, please visit https://bit.ly/3bnjfix ESI ThoughtLab is an innovative thought leadership firm that creates fresh ideas through rigorous research and economic analysis. Our services include fielding business, consumer, investor, and government surveys; organizing executive interviews, meetings, and advisory groups; conducting economic modeling, AI sentiment monitoring, benchmarking, and performance analysis; and developing white papers, eBooks, infographics, and customer-facing analytical tools.