This webinar series is designed to provide timely insights into the evolving landscape for wealth managers. Each session will delve into the latest market trends, regulatory updates, and important topics that may impact client portfolios, ensuring you stay informed and prepared for the challenges ahead.

Summary

Our panelists will discuss key topics that we believe should be top of mind for wealth managers including:   

  • Top considerations for wealth managers for 2025
  • Navigating alternative investments  
  • Leveraging technology 
  • 2026 outlook for wealth managers 

Speakers

  • Host – Gregg Sommer

    US Financial Intermiedaries Leader, Mercer

  •

    Amit Popat

    Global Head of Financial Institutions, Mercer

     

  •

    Lisa Kots

    Portfolio Manager - Wealth Management, Mercer