Key Trends in Wealth and Investment Management with Chip Roame

Wealth and investment management are constantly evolving industries, with new technologies, strategies, and trends emerging every day. In order to stay ahead of the curve, advisors need to be aware of the key drivers shaping the landscape.

In today’s episode, Jack talks with Chip Roame, Founder and Managing Partner of Tiburon Strategic Advisors, and the Tiburon CEO Summits. Prior to forming Tiburon in 1998, Chip served as a management consultant at McKinsey & Company, and later as a business strategist at The Charles Schwab Corporation. In his current role, Chip is responsible for all of Tiburon’s advisory, research, service, and marketing activities, keeping him on the leading edge of strategic initiatives in the industry’s fastest-growing businesses.

Chip talks with Jack about what to expect at the Tiburon CEO Summits in Boston, the top four trends in wealth and investment management, and what RIAs will look like in the future.