Public Webinar: The State of the Ultra-Wealth Advisory Business 2019

Overview

Tuesday, May 21, 2019 - 08:00am
Tuesday, May 21, 2019 - 08:45am

Advisors grew their revenues in 2018 despite volatile markets where municipal bonds were the best performing asset class. What are leading providers doing that allows them to grow in less than optimal markets? What are the new and continuing trends in the ultra-wealth market? FOX managing directors David Toth and Karen Rush will frame the issues and opportunities that are impacting wealth advisors today with fresh data and perspectives unique to the business of serving families wealth.