Research Council
Wealth Management Research Council
About the Council
The Aite-Novarica Wealth Management Research Council is a free, moderated, knowledge-sharing group for leaders of wealth management sales, technology, and operations. Discussion and research topics are driven by Council members, and members receive complimentary copies of all research they contribute to. Membership is open to any senior leader who owns one or more functions within the product, sales, strategy, or operations of a wealth management firm. Membership is not limited to Aite-Novarica clients. The Council is not open to any vendors or service providers. Members will initially represent firms with either 500+ advisors or with more than $20B AUM. Interested in learning more? Contact us at [email protected].