Lisa Messina, Managing Director for Oppenheimer Asset Management, joined Julie Cooling, Founder and CEO of RIA Channel, at the 2026 MMI Annual Conference to discuss evolving client needs, private markets, and holistic wealth management.
Messina outlines key client trends, including growing interest in tax planning, estate planning, and private assets. She explains that advisors are increasingly meeting these evolving needs with comprehensive wealth management. She also highlights Oppenheimer’s private market offerings across equity, fixed income, and infrastructure, noting that advisors are expanding beyond traditional hedge fund strategies into private assets.
With advisors increasingly focused on tax planning and management, Messina points to client concerns surrounding business sale proceeds, diversification, low-cost-basis assets, and engaging the next generation amid the great wealth transfer. She emphasizes how advisors are adopting holistic financial planning approaches to address complex client needs.
Looking ahead, Messina highlights the firm’s continued adoption of AI to enhance the overall advisor-client relationship.
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