Focused on the Future: Will Trout on the Impact From Emerging Trends on the Wealth Management Industry
In this episode of Focused on the Future, Suzanne Siracuse talks with Will Trout, director of the securities and investments practice at Datos Insights, on how technology advancements are impacting our industry, and why the major resurgence of alternative investments and the client of the future will require personalization of advice.
Specifically, Will discusses:
- The evolution of Generative AI tools
- The importance of data hygiene in how firms implement tech effectively
- Why portfolio personalization is the future
- The increased adoption of alternatives by financial advisors
- How M&A activity is impacting the advisor’s business model and their offerings to clients
Connect With Suzanne Siracuse:
- LinkedIn: Suzanne Siracuse
- Twitter: Suzanne Siracuse
- Email: [email protected]
Connect With Will Trout:
- Website: Datos Insights
- LinkedIn: Will Trout
- Email: [email protected]
Will Trout BIO
William Trout serves as Director of the Securities and Investments practice at Datos Insights, focusing on technology strategy and innovation in the capital markets. He has particular expertise in platform automation; data capture, storage and analytics; and portfolio management and optimization. Within the wealth and asset management arena, his interests include investment advisory and wholesaling and distribution services, as well as private banking and trust.
Will's research and consulting work is informed by more than more than two decades of industry experience. Prior to joining Datos Insights, Will led wealth and asset management in the U.S. and the U.K. at Celent, a division of Oliver Wyman, before launching separate advisor- and investor-focused research practices at Javelin Strategy & Research. Prior to those roles, Will spent many years in product and segment management at BBVA Compass, where he helped guide the introduction of a pioneering managed-accounts platform and the expansion of banking and investments services targeting high-net-worth and institutional investors.
An authority on digital advice delivery, Will has been widely quoted in the trade press as well as in publications such as the Financial Times and The Wall Street Journal. He is also a frequent speaker at industry conferences and gatherings.
Listen to the Podcast TAGS: Client Relations Industry Business Planning 0 comments Hide comments
Comment * Switch to plain text editorMore information about text formats
Text format CommentsPlain text Comments- Allowed HTML tags: <em> <strong> <blockquote> <br> <p>
- No HTML tags allowed.
- Web page addresses and e-mail addresses turn into links automatically.
- Lines and paragraphs break automatically.
- Load More
- Next Article
Owl Media Group takes pride in providing social-first platforms which equally benefit and facilitate engagement between businesses and consumers and creating much-needed balance to make conducting business, easier, safer, faster and better. The vision behind every platform in the Owl Media suite is to make lives better and foster a healthy environment in which parties can conduct business efficiently. Facilitating free and fair business relationships is crucial for any thriving economy and Owl Media bridges the gap and open doors for transparent and successful transacting. No advertising funds influence the functionality of our media platforms because we value authenticity and never compromise on quality no matter how lucrative the offers from advertisers may seem.
Originally posted on: https://www.wealthmanagement.com/technology/focused-future-will-trout-impact-emerging-trends-wealth-management-industry