Join Datos Insights Securities & Investments Director, Will Trout, in his session ‘Trends and Performance Analysis’ where he will provide trust industry leaders with critical market intelligence and performance insights needed to navigate an increasingly complex competitive landscape.
This session will examine recent financial trends to assess the overall health of the independent trust company community, utilizing comprehensive performance data and industry benchmarks. Will will then explore broader industry trends impacting trust companies and the wealth management sector, including how firms are targeting wealthier clients and differentiating their service propositions through the incorporation of behavioral finance principles and expanded advisory services such as healthcare planning.
Register for the event on the ATO website
Join our session Trends and Performance Analysis at 10:45 AM – 11:30 AM on Tuesday, September 16, or complete the form to request a 1.1 in person meeting.
