ACCOUNTS & TRADING
PREMIUM CONTENT & TOOLS
Fidelity InstitutionalSM
For Mike Durbin, preparing for the future isn't an unsolvable puzzle, though there are a lot of challenging pieces to consider. Join the Head of Fidelity Institutional over the next 90 minutes as he deconstructs the complicated world around us to create a Framework for the Future. Learn to leverage the forces of change in the wealth and investment management industry to help drive exponential progress for your firm and deepen your relationships with clients.
In this video series, Mike Durbin reviews the state of the wealth management industry and shares how we're looking at the future using the Future Map framework.
Chapter 1
Introduction
Chapter 2
The Macro Environment
Chapter 3
The Wealth and Investment Management Ecosystem
Chapter 4
Leading your Firms and Driving Growth
Chapter 5
The Changing Customer
Chapter 6
Conclusion