Allworth & State Street to Host Industry Luncheon in Denver
On February 3, 2020 Pat McClain, co-CEO at Allworth Financial, formally Hanson McClain, and Brie Williams, Head of Practice Management at State Street Global Advisors, will co-host an industry luncheon to discuss the major trends and topics we are currently seeing in the wealth management industry.
Pat and Brie will speak about the current demographics of both advisors and clients, succession planning strategies, the impact of robo-advisors and other low-cost providers on the advisor value proposition, and the keys to success for advisors as the industry continues to evolve.
Both Pat and Brie have extensive knowledge of the wealth management industry. Brie manages a team dedicated to the evolving needs of wealth management firms and financial advisors, developing business-specific insights to facilitate growth and efficiency beyond asset management while Scott has led efforts to grow Allworth Financial to approximately $8 billion in assets under administration through both organic growth and acquisitions.
“I am excited to speak with the brightest minds in our industry about the future of wealth management,” says Pat McClain, co-founder of Allworth Financial, formally Hanson McClain. “I look forward to discussing the opportunities and challenges we face as an industry.”
The industry luncheon will be held on Wednesday, February 3rd, 2020 from 11:30 a.m. to 2:00 p.m. in Denver’s Tech Center at Ocean Prime Restaurant in a private room (8000 E Belleview Ave, Greenwood Village, CO 80111). For more information on attendance, please contact Monika.Brown@Allworthpartners.com.
About Allworth Financial
Winner of the 2019 NBRI Circle of Excellence Award for both customer and employee satisfaction, Allworth Financial (www.allworthfinancial.com) is an independent wealth management firm that delivers refreshingly straightforward tax, investment, retirement, and estate planning guidance that helps our clients achieve their financial goals.
About State Street Global Advisors
For nearly four decades, State Street Global Advisors has been committed to helping financial professionals and those who rely on them achieve their investment objectives. We partner with many of the world’s largest, most sophisticated investors and financial intermediaries to help investors reach their goals through a rigorous, research-driven investment process spanning both indexing and active disciplines. With trillions* in assets under management, our scale and global reach offer client’s access to markets, geographies and asset classes, and allow us to deliver thoughtful insights and innovative solutions.