Vince Pacilio, Head of Global Client Management, Insurance, and Paul Traynor, Head of Insurance Services, EMEA, discuss the global impact of regulation on the insurance industry.
Client-Advisor Engagement
Defining a New Model for Today's Volatile Market
The market turmoil of the last several years has caused many individuals to question their financial advisors. Yet the challenges ahead make investment help more important than ever. Clearly, investors and advisors need a different way of working together. Gloria Zaldivar, Senior Director and Portfolio Management Team Leader at BNY Mellon Wealth Management, explains the new rules of client-advisor engagement, including the need for an approach we call objective-driven investing. In the end, Zaldivar argues, these rules, applied consistently, will be the keys to rebuilding confidence in the client-advisor relationship at the time when it is needed most.
