Clients across the wealth spectrum continue to push for greater variability and personalization in their investment portfolios. Clients want these portfolios to align more closely with their risk tolerances, desire to pursue alpha, and personal beliefs/social goals. Historically, these types of needs could only be met economically for the UHNW/HNW, but the rapid adoption of tools supporting access to alternatives, values-based investing, direct indexing, mass portfolio customization, and fractional share trading have brought the tools of the UHNW/HNW to audiences as broad as the mass affluent.

This panel will focus on:

• The client drivers of the need to provide customization at scale
• How this enables advisors to better deliver on the promise of “holistic advice” to their clients
• The technology enablers of mass customization
• Where product evolution is likely to take personalization to next