Private Wealth Advisory’s Changing Landscape
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, […]
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