In this episode of Focused on the Future, Suzanne Siracuse talks to Will Trout, director of the securities and investments practice at Datos Insights, about how technology advances are impacting our industry and why the major resurgence of alternative investments and the futures client will require personalization of advice.
Specifically, Will discusses:
- Evolution of AI generating tools
- The importance of data hygiene in how firms implement technology effectively
- Why wallet customization is the future
- Increasing adoption of alternatives by financial advisors
- How M&A activity is affecting the adviser's business model and their offerings to clients
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Do Trout BIO
William Trout serves as Director of the Securities and Investments practice at Datos Insights, focusing on technology strategy and innovation in capital markets. He has particular expertise in platform automation; data capture, storage and analytics; AND portfolio management and optimization. Within the wealth and asset management arena, his interests include investment advisory and wholesale and distribution services, as well as private banking and trust.
Will's research and consulting work is informed by more than two decades of industry experience. Prior to joining Datos Insights, Will led wealth and asset management in the US and UK at Celent, a division of Oliver Wyman, before launching separate research practices focused on advisors and investors at Javelin Strategy & Research. Prior to these roles, Will spent many years in product and segment management at BBVA Compass, where he helped introduce a pioneering managed account platform and expand banking and investment services targeting high net worth and institutional investors.
An authority on digital advice, Will is widely quoted in the trade press, as well as in publications such as the Financial Times and The Wall Street Journal. He is also a frequent speaker at industry conferences and gatherings.