Assets continue to grow at most firms, but revenue growth has slowed. What is the cause of this and the other key trends shaping the ultra-wealth advisor market?

 

FOX director of advisor research David Toth and FOX director of membership Karen Rush will frame the issues that are affecting wealth advisors today, including business growth, price/value strategies, and rapidly evolving changes in marketing. They shed light on the ongoing work that FOX performs to spot trends and help wealth advisors formulate sound strategies to address issues and opportunities.