IAA Wealth Management Conference

Members of the MBC team recently attended the “Wealth Management: Managing the Strategic Challenges” conference put on by the Investment Advisor Association and CFA Los Angeles held in Santa Monica. The conference detailed new strategies and tactics to better serve high-networth clientele and develop lucrative practices. The following topics were discussed in detail by industry leaders and experts in the space:

  • Economics of wealth management
  • Managing client expectations
  • Tax efficiency
  • Wealth management practices
  • Successful marketing strategies

An important part of our business is staying ahead of the industry curve — this improves our ability to provide topical insight to help clients’ better reach and communicate with their target market. Armed with cutting-edge thought from both the conference and our recent wealth management research report, we are prepared to help our firms best position and market themselves to effectively reach the always elusive high-net-worth market.