The next generation of wealth management

With the rise of cryptocurrencies, fintech and the like, the practice of wealth management is seeing a shift. In an interview with Invest:Insights, Ray Padron, CEO of Brightworth, spoke about how he sees these innovative financial vehicles reshaping his industry, how the incoming generation of young professionals is influencing innovation in wealth management and what creative avenues are now being explored to maintain long-term, stable returns. Click the video to hear more!

 

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January 14

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Invest: New Jersey 6th Edition Leadership Summit

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Invest: Palm Beach 6th Edition Leadership Summit

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Invest: Philadelphia 6th Edition Leadership Summit

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February 26

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Invest: Pittsburgh 3rd Edition Leadership Summit

About caa

caa is an integrated media company that connects the dots in the markets it covers, providing business intelligence to businesses, executives, investors, and entrepreneurs across its digital and print platforms. It produces annual economic reports and engaging content on important US metro regions, while forging strategic connections through its conferences and events.