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Adjusted for Risk: EY's Charles Smith On The Trends Impacting Wealth ManagersAdjusted for Risk: EY's Charles Smith On The Trends Impacting Wealth Managers

Charles Smith drops a ton of insight on the trends impacting the practices of financial advisors and wealth managers.

Ryan Nauman, Market Strategist

June 26, 2023

In this very insightful and fun conversation, Charles Smith, principal in the wealth and asset management consulting practice at EY, discusses with Zephyr Chief Market Strategist Ryan Nauman everything from technology stacks to client acquisition strategies.

And of course, they talk about the use of artificial intelligence to enhance the client experience.



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About the Author

Ryan Nauman

Market Strategist, Zephyr

As Zephyr’s Market Strategist, Ryan Nauman provides thought-provoking analysis and research on market trends across asset classes, sectors, and regions to help empower better asset allocation strategy decisions. His ability to navigate complex market dynamics and identify emerging trends has made him a trusted voice among investors and industry professionals alike. He is an accomplished investment strategist who has spent the last 22 years in the investment management industry, ranging from working with plan sponsors, managing the investments of retail investors, and providing actionable thought leadership to investment professionals.