The biggest challenge for serving ultrahigh-net-worth clients in the future will be grasping and attending to their specific needs, consultant Jamie McLaughlin says in an episode of Financial Planning’s Invest Podcast.
Invest: Innovations in Investing, Saving & Advice
Save the date for Invest, June 18-19, 2020, in New York City.
Lookback: In|Vest NYC
Firms need to keep up with the dramatic increase in expectations for a better user experience.
How is technology transforming advice? The custodian's head of platform strategy weighs in.
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