Specialization, personalization and technology in private wealth carry on, as does merger activity.
Anna N’Jie-Konte of Re-Envision Wealth recently spoke to Nancy Vailakis about how wealth management is changing, in this latest Emerging Manager Monthly Q+A article titled: “RIA Looks To ‘Re-Envision’ Wealth Planning For People Of Color”.
Topics include the democratization of financial planning, closing the racial wealth gap, data maximization and the recent merger with GRID 202 and Keith Beverly, as the consolidation of private wealth firms and RIAs remains a theme in the industry.
Check out the article here (paywall):
https://emergingmanagermonthly.com/2023/12/07/ria-looks-to-re-envision-wealth-planning-for-people-of-color/