The new face of wealth – Capital Group – 7.19.18

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Summary:

Now On Demand.

Capital Group has tapped into behavioral research to generate insights that can help drive business growth for financial advisors. According to McKinsey, over $1.8 trillion moves between advisors annually. Positioning your advisory business to capture and secure high net worth clients that may look unlike your current client base today is critical to your future success.

Join us for this in-depth discussion that will cover:

  • Survey results: what HNW investors want
  • Wealth market trends & opportunities
  • Capturing “wealth in motion”

Sponsors of this webcast may contact registrants.

Speaker:

Mike Van Wyk
Head of Customer Research
Capital Group

Mike Van Wyk is the global head of customer research for Capital Group. Mike has 20 years of industry experience with a focus on using behavioral research to generate insights that drive business growth. Mike joined Capital Group in 2015 after a 17-year career with Procter & Gamble, where he had a wide range of responsibilities. His experience at P&G included leading consumer insight teams for health care, beauty care and Western Europe, as well as leading the global consumer research capabilities for behavioral science, advanced analytics and strategy development.

Mike holds a bachelor’s degree in science from Michigan State University and a master’s of business administration from The University of Texas at Austin. He currently resides in Valencia, California.

Overview:

Title: The new face of wealth
Duration: 1 hour

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Accepted for one hour of CFP®, CFA® , IMCA® , CIMA®, CIMC® or CPWA® CE Credit for webcast attendees. RIA Database is registered with the CFA Institute as a sponsored provider of Live CE programs for CFA charterholders. To receive credit, please enter your CFP Board number/IWI ID/CFA Institute ID below.
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Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.

Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and not to be comprehensive or to provide advice.

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Securities offered through American Funds Distributors, Inc.

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