In recent decades, the storied trust channel has moved steadily from the center stage of wealth management to the sidelines. Today, trust risks becoming known as a niche business. Do partnerships with RIAs, new compensation and staffing models, and the incorporation of advisor-friendly technology offer a means to jump-start growth?

This panel looks at the convergence of the trust and independent advice channels, and efforts to energize trust-based operations and delivery. Trends to be discussed include:

• The rise of trust as a service, or the directed/delegated trustee model
• The embrace of RIA-friendly technology
• The pivotal role of data aggregation
• The need to reconcile culture and compensation to emerging staffing models
• The potential contribution of AI in scaling service delivery