THE WEALTH MANAGEMENT LANDSCAPE

This course will provide an overview of the wealth management profession,
including various business models and the role of the advisor within each. Guest
speakers from across the wealth management profession will discuss the various
business models, key trends, including the intersection of technology and wealth
management and the unique nature of each client planner relationship. This course
will also highlight additional services that advisors are offering clients in order to
provide a full suite of solutions. In addition, students will discuss the role and
function of family offices, the scope of services they offer and best practices to
managing a family office.