It’s been a pleasure to speak about “Private Equity Solutions” at the 2023 Annual Wealth Conference in Toronto! Thank you to the whole CFA Society Toronto team, and to all the other amazing speakers!
In 2023, the financial advisory business will be more relevant than ever before. In a rapidly changing economic environment that has seen inflation hit multi-decade highs, and central banks rapidly hike interest rates in an effort to pause inflation, the value of good financial advice is clear. The agenda for this year’s conference was designed to keep advisors abreast of changes in the industry, educate them on new trends that are shifting the industry, and also address several topics based on feedback we have received from attendees over the past couple of years.