FOX Research Read-Out: The Enduring Enterprise: Building a Sustainable Wealth Advisory Business


The wealth advisory industry is growing at an unprecedented rate as more and more registered investment advisors, financial institutions, and accounting and law firms are attracted by strong client population growth in the ultra wealthy segment. Although there is tremendous market opportunity and barriers to entry are relatively low, service requirements are extremely complex and competition is intense.

The program will examine the central challenges facing today’s wealth advisors, including client selection, service delivery, pricing, personnel, technology issues, and will look at how innovative firms have adapted their operational practices to keep pace with the expansive needs of this dynamic client base without forfeiting profits.

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