There are real challenges to developing products and services that cater to evolved investor needs and wants, while considering the aging population and demographic shifts we are facing. The challenges are punctuated by the prominence of social media and investor perceptions of their astuteness in investing. How can firms ensure that the connections with investors and advisors are effective? Is the competition for shelf-space real? Is there room for everyone? This panel of leaders will tackle how they manage today while focusing on the future success of their firms.