BNY Clients Becoming More Comfortable With Private Markets, CEO Keating Says

The video discusses the transformation in wealth management, highlighting the shift from institutional to retail markets. It explores the impact of tax season on high net worth clients and the growth of alternative investments. The discussion also covers US and global investment trends, including the role of China and emerging markets. The video examines the current market cycle and economic outlook, noting the support from consumer spending. Finally, it addresses investment concerns, demographic shifts, and the importance of diversity in wealth management.

What major transformation in the retail market has occurred over the last few years?

How has the role of wealth management changed in relation to retirement planning?

What impact did the recent tax overhaul have on high net worth individuals during tax season?

In what ways have alternative assets changed in the wealth management industry over the last two decades?

What are the concerns of high net worth individuals regarding the current investment environment?

How are changing demographics affecting the wealth management industry?

What role do women play in the wealth management industry according to the text?