FOX Public Webinar - The State of the Ultra Wealth Advisory Business 2018

Overview

Tuesday, Jul 10, 2018 - 08:00am
Tuesday, Jul 10, 2018 - 08:45am

Advisors grew assets (both AUM and AUA) by 17% and 15% respectively in 2017; however revenue grew by only 8%. What is the cause of this disconnect between assets and revenues? What are the other trends re-shaping the ultra-wealth advisor market? 

FOX managing directors David Toth and Karen Rush will frame the issues and opportunities that are impacting wealth advisors today, including business growth, pricing strategies, and what's on the mind of ultra-wealthy families. They'll shed light on the ongoing work that FOX is doing to help advisors.