Over the last 40 years, asset and wealth management have changed dramatically, with recent changes including the so-called "democratization" or roll-out of vehicles for retail investors consisting off assets that traditionally would've only been available to accredited investors.
Looking to the next 40 years, we can expect the industry to continue evolving, potentially looking quite different then versus now. At the Morningstar Investment Conference at the end of June, Katie Koch of TCW and Bob Oros of Hightower joined Morningstar's Kunal Kapoor to discuss the evolution of asset and wealth management.
Disruption in the public markets
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