The pace of technological change over recent years has led to fundamental questions about the way we’ll work in future. In the world of financial planning, this has led to similar questions about how the profession will evolve as parts of the advice process move online and become increasingly automated.
In this talk, Sean Hagerty will explore the twin trends of rising automation and the skills that are ‘uniquely human’, and will dissect what this might mean for financial planners.
He will also discuss the current trends in asset management and how he believes the sector needs to evolve for the future.
Sean Hagerty is the managing director of Vanguard Europe. He joined Vanguard in 1997 and has worked across a number of varied disciplines including marketing, corporate strategy and institutional asset management.
Prior to his current role, Sean led Vanguard’s portfolio review department. He was responsible for developing and overseeing all of Vanguard’s mutual funds and ETFs, assessing fund performance and portfolio consistency, and monitoring Vanguard’s external advisers.
More about Sean – Managing director, Vanguard Europe
Sean is managing director for Vanguard Europe, responsible for leading the operations and distribution efforts of the European business.
He relocated to London in 2016. Prior to this role, Sean was a principal in the Portfolio Review Department in the US, responsible for overseeing all of Vanguard’s mutual funds and ETFs, assessing fund performance and portfolio consistency, and monitoring Vanguard’s external advisors. Since joining Vanguard in 1997, Mr. Hagerty has been head of Corporate Strategy and principal of Retail Marketing and Communications, and he has held various management positions in Vanguard’s institutional business. Before Vanguard, he worked for PNC Bank and Peat, Marwick, Mitchell & Co. Mr. Hagerty earned a B.B.A. from St. Bonaventure University and an M.S. in communications from Villanova University. He also completed the Advanced Management Program at Harvard Business School.