The conference takes place on February 28 to March 1, 2016 at Arizona Biltmore, Phoenix, USA. Norton Global stated that it was imperative to attend these types of conferences to keep its global presence and perspective up to date; they also added that “networking and maintaining our global connections remains at the core of our continued success, we view the U.S. market as part of our global strategy, giving our clients a broader horizon and continued benefits from our sustained commitment to excellence and higher than average returns wherever they may be found throughout the world”.
Competing in an Era of Disruption
The wealth management and trust business faces rapidly evolving challenges, including technology, customer and employee demographics, fiduciary, tax, investing, and regulations.
The ABA Wealth Management and Trust Conference empowers business leaders with innovative practices in bank trust and wealth planning to enhance relevance in this era of disruption.
There conference is ideally suited to the following:
Senior wealth/trust executives
Trust advisors/senior trust officers
Business development officers
Private bankers
Investment specialists/ portfolio managers
Financial planners
Estate planners/attorneys
Trust risk managers