Host Tim Prescott will forecast the state of wealth management in 2030 and outline changes around client-focused reforms advisors should start preparing for now.

Morgan Housel, Behavioural Finance Expert and author of the best-selling book, The Psychology of Money, who’ll pull insights from psychology, history, neurology, and sociology, to walk audiences through cognitive biases and behaviors that impact how investors think about risk, reward, greed and fear for future decisions. Together, they’ll examine how understanding these patterns can be the key to helping clients reach their financial goals.