Wealth Advisor Briefing - Dallas - October 3

Ten Trends Impacting Wealth Advisors in the Next Decade

 

Within the past several years, the wealth advisory services industry has weathered increased scrutiny, complexity and financial challenges. Yet throughout these tumultuous, post-meltdown years, there has been heightened focus on the emerging needs of the family enterprise and more clarity around how to best serve today’s families of wealth. But as service needs evolve, what are the inherent trends that will impact the private wealth industry in the next decade? 

 

Please plan to attend a Family Office Exchange Wealth Advisor Briefing for insight into the important trends that will impact and drive the private wealth industry in the next decade. Utilizing FOX research data as a starting point to define the industry and identify the greatest concerns of clients, three key areas will be explored in peer dialogue format: The Impact of Wealth; Transitions in Wealth and Serving the Wealth today, and on into the future.