.Nicsa has joined forces with EY Wealth & AM to learn more about the perception of #DEI within the wealth & #assetmanagement industry. Learn more about the project & participate in the survey here: nicsa.org/diversity-proj…

I'm excited to participate in the upcoming Nicsa Fearless Leadership Symposium. I'll be moderating a panel to discuss how to keep #DEI a business priority in the current unpredictable business climate. Learn more: learn.nicsa.org/2023-fls

A thought-provoking look at how embedded finance can offer an exciting opportunity for financial institutions to redefine their role in the digital era. We’re about to enter the “experience age” of #financialservices. go.ey.com/3qt75it EY-Parthenon

I’m still reflecting on all of the meaningful conversations I had at the Nicsa Fearless #Leadership Symposium. Having difficult discussions, open dialogue, & taking a collaborative approach to #DEI are paramount to moving the needle toward a more #inclusive future.

Join the EY Wealth & AM 2023 Alternative & Registered Funds Midyear Update webcast on July 20. Our panelists will explore the latest tax updates, the SEC agenda & further accounting insights for wealth & asset management:  ey.com/en_us/webcasts… #Wealthmanagement #Tax

I'm excited to share that EY US has been shortlisted for three HFM US Service Awards! These nominations reinforce our commitment to delivering a best-in-class experience for our clients. #BetterWorkingWorld #Audit #Tax #Startups

Wealth managers are embracing the ever-evolving consumer needs in attempts to navigate market uncertainty. Investors could significantly strengthen client relationships by leveraging virtual tools to enhance personalized experiences. ey.com/en_ca/wealth-a… #WealthManagement

Are we truly engaging clients? Wealth managers across the sector are having to rethink and redefine 'milestones' as core memories in providing a better client experience and delivering quality service. linkedin.com/pulse/rethinki…  #ClientEngagement #WealthManagement

Explore Q2 insights by the EY Wealth & AM team on sustainable investing, digital innovation, and industry trends. Uncover tech pillars driving value and discover more thought leadership in our latest Global Wealth Research report. ey.com/en_us/wealth-a… #WealthManagement

We had a great conversation at the EY Tax LA Credit Fund #Tax Roundtable. Valuable insights were shared on Direct Lending, Distressed Markets, AI's tax impact, and more. Great exchanging ideas with fellow peers across the industry #BetterWorkingWorld #Tax #Leadership

I am honored to be recognized by Crain's New York Business as a Notable Leader in Accounting, Audit & Tax. This recognition reaffirms my commitment to providing the best-in-class service to clients. Grateful to the EY US team for all the support. crainsnewyork.com/awards/jun-li-… #DEI

#Tokenization reshapes investments, urging vigilance from asset managers. EY-Parthenon 's surveys reveal investors' growing interest in tokenized assets, with 37% planning investments by 2024. Swift product development is key to capitalize. ey.com/en_us/financia…

How can #wealthmanagers embrace collaboration to serve clients better? As customer expectations evolve, traditional wealth firms must shift their approach toward building a digital ecosystem that integrates interoperability and enhances value creation. wealthbriefing.com/html/article.p…

The EY Wealth & AM Global Wealth Report forecasts that by 2025, many Canadian investors will work with multiple providers, with 40% ready to embrace #digital services. #Wealthadvisors must adapt to evolving expectations for streamlined processes. wealthprofessional.ca/investments/we…

As #AI's potential transforms, we aim to harness it for a positive impact. Introducing EY.ai—a unified platform merging our expertise in various fields with cutting-edge capabilities to unlock exponential value. Learn more: ey.com/en_gl/ai/platf…

Join us at the Future of Asset Management Live North America Conference on Sept. 27-28, where industry leaders address fee pressures and share strategic insights for growth and resilience in an evolving market. foam.live.ft.com/?utm_source=li… #WealthManagement  #Leadership

Join us on Oct.3 to explore how #GenAI transforms wealth & asset management in our EY Wealth & AM webcast. Discover innovative possibilities, ethical challenges, and real-world applications in #AI for #WealthManagement. Reserve your seat: ey.com/en_us/webcasts… #AssetManagement

#AssetManagement firms face fierce competition as investors pursue higher returns. This surge has fueled the growth of Business Development Companies (BDCs). Strategic planning is critical for private fund managers seeking access to investor capital. ey.com/en_us/wealth-a…

What does the future of #AssetMangement look like in an AI-driven world? EY Wealth & AM  'Reframing Asset Management' report highlights the importance of undertaking strategic transformation in maximizing the full potential of AI. ey.com/en_gl/wealth-a…

We recently had an enjoyable evening celebrating the end of the EY Tax Tax Busy Season. It was great to see everyone coming together and building new relationships. Let's keep moving forward in delivering the best possible experience for our clients. #Tax #BetterWorkingWorld