The UHNW Institute’s ninth Collegium brought together leaders from across the wealth management ecosystem to explore one of the industry’s most pressing challenges: the human capital required to deliver truly integrated service. Through presentations, discussion, and shared experience, participants examined how firms are redefining talent strategy, compensation, and leadership in an era of technological change and rising client expectations. The report captures the key findings and future implications for firms committed to advancing a more resilient, human-centered profession.

Read the full report here.