The traditional financial system is being rebuilt from the ground up as the great wealth transfer brings more women and younger generations into financial decision-making, private markets expand beyond institutional investors, and new technologies redefine how capital flows. This session will explore the forces reshaping wealth creation and financial innovation — and what that means for institutions, advisors, investors and the future of global markets.
Forbes Assistant Managing Editor Ali Jackson-Jolley sits down with Matt Brown, Founder, Chairman and CEO, CAIS, Ida Liu, CEO, HSBC Private Bank, Jacqueline Reses, Chair, CEO and Cofounder, Lead, at the 2026 Forbes Iconoclast Summit in New York City.
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