We are excited to have Kara Garner Pass, President & CEO, join Datos Insights as a panelist to discuss trust services excellence at their upcoming Wealth Management Forum!
Are we witnessing the rebirth of trust services in wealth management? Once a cornerstone of the industry, trust has increasingly been pushed to the periphery. But change is on the horizon. Join us this October at Datos Insights' Wealth Management Forum for an insightful session exploring the convergence of trust and independent advice channels, as well as innovative efforts to breathe new life into trust-based operations and delivery. #WMFORUM Register here 👉 https://lnkd.in/egZXqxSq Key trends we'll discuss: – The rise of "Trust as a Service" and the directed/delegated trustee model – Adoption of RIA-friendly technology – The crucial role of data aggregation – Aligning culture and compensation with new staffing models – AI's potential in scaling service delivery Can these strategies reignite growth in the trust sector? Don't miss this opportunity to explore the future of trust in #WealthManagement! #TrustServices #AI #RIA
