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

Overview

FOX Public Webinar - The State of the Ultra Wealth Advisory Business
 
There has been a 15% drop in the pricing of wealth management services for ultra-high net worth prospects since 2012. What is the cause of this and the other trends shaping the ultra-wealth advisor market?
 
FOX director of advisor research David Toth and FOX director of membership Karen Rush framed the issues that are affecting wealth advisors today, including business growth, pricing strategies, and what's on the mind of ultra-wealthy families. They shed light on the ongoing work that FOX is doing to help advisors address and solve all of these issues.
 
Highlights Include:
  • A check-in on the health of the ultra-wealth business
  • Insights on evolving pricing strategies in the ultra-wealth advisor market
  • A unique look at the Voice of the Wealth Owner™, specifically around direct investing
  • A preview of the FOX Roadmap for addressing the most pressing concerns of our wealth advisor members using our unique knowledge-based resources

Date Published: Thursday, September 8, 2016

Speaker

Karen Rush, Director of Membership and David Toth, Director of Advisor Research – Family Office Exchange

This webinar recording is available to FOX members and is available for purchase by FOX Public Network Guests.