FOX Public Webinar: The State of the Ultra-Wealth Advisory Business 2020
Overview
The ultra-wealth business continues to perform well, but not without some growing pains. While advisors to families of wealth benefited from strong markets in 2019 they are experiencing costs rising faster than revenues.
Now that we are in the midst of a pandemic, what does this look back on 2019 tell us about how prepared advisors were for the challenges that now face them? What strategies have they employed that may serve them well with their clients during this extraordinary time.
FOX’s David Toth and Glen Johnson will frame the issues and opportunities that are impacting wealth advisors today with fresh data and perspectives. Our annual check-in on the health of the ultra-wealth business includes the latest tracking on pricing changes and insights on the evolving value proposition. Along the way David and Glen will offer their observations on how leading advisors are adapting to operating during the pandemic.
A preview of the FOX Roadmap for addressing the most pressing concerns of our wealth advisor members, upcoming learning opportunities, and what’s new at FOX.
Speaker(s)
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Dan co-manages ACG and oversees our private client advisory practice. As a Senior Managing Director, he helps to set the strategic direction of the firm. Dan is involved with new business development activities and ongoing client relationship management. Dan joined ACG in 1992 and has 37 years of investment industry experience. Dan is a member of ACG’s Investment Committee, which establishes the framework for the firm's investment philosophy and oversees the internal processes used to ultimately make investment recommendations to clients. Dan received a degree in Communications from the University of Tulsa. He is a holder of the Chartered Financial Analyst designation and is a member of the CFA Society of St. Louis and the CFA Institute.
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Mike is a Consultant in our private client advisory practice. Mike joined ACG in 2010 and spent more than seven years in our research group evaluating private equity and real estate funds. Prior to joining ACG, Mike was a Manager in KPMG’s Transaction Services group specializing in financial and operational due diligence for private equity firms. Mike received a BS in Accounting and an MBA in Finance from the Kelly School of Business at Indiana University. He is a holder of the Chartered Financial Analyst designation and is a member of the CFA Society of St. Louis and the CFA Institute.