Drawing on J.D. Power’s latest U.S. research, Mike Foy will explore evolving investor behaviour, expectations, and experiences, alongside the rising role of AI. This session will highlight how brokers can turn these insights into actionable strategies to better engage clients and stay competitive.
Options and ETFs present a powerful opportunity for brokers to deepen engagement and increase trading activity. Learn how the right research tools and insights can help investors confidently expand into options, while leveraging ETFs to support diversified, accessible strategies.
Connect with fellow industry professionals over lunch and continue the conversation. Exchange insights, discuss emerging trends, and build relationships with peers.
Mike Foy is Managing Director and Head of Wealth Intelligence at J.D. Power. He works with leading financial services brands to more effectively measure and improve the experience of their advisors and clients, ultimately driving greater loyalty, advocacy and engagement. With over two decades of experience in the wealth management industry, Mike previously served as Global Head of Client Insights at Citi Wealth. His expertise has earned him recognition as a thought leader, with features in The Wall Street Journal, Barron’s, and The New York Times, as well as keynote speaking engagements at industry conferences. Mike earned a bachelor’s degree in English literature and philosophy from Muhlenberg College in Allentown, Pennsylvania and an MBA in Marketing from Rutgers Business School.
Gary has over 15 years in financial markets, serving as an equity & derivatives specialist and research analyst. Gary is regularly quoted in Bloomberg News, conducts many education and market outlook webinars for investment institutions all over the world and has been a guest speaker at the New York Traders Expo.