Shifting Wealth Management From Investment Products to Investment Processes with Randy Bullard

Wealth management has long been focused on investment products – stocks, bonds, and mutual funds – but there is a shift taking place in the industry. A growing number of wealth management firms are seeing the value in shifting their focus from investment products to investment processes.

In this episode, Jack Sharry talks with Randy Bullard, Global Head of Wealth at Charles River Development. Before joining Charles River Development, Randy served as General Manager of Wealth Management at SigFig. At Charles River, Randy leads the Charles River Wealth Management business globally. He is responsible for the firm's wealth product strategy and growth of the business with a heavy focus on client satisfaction.

Randy talks with Jack about the secular shift from investment products to the investment process in wealth management. He also speaks about the current state of wealth management in the digital age, the future of comprehensive advice platforms, and coordinating wealthtech capabilities.

Key Takeaways