Webinar Replay:
The State of the Ultra-Wealth Advisory Business 2019

Originally broadcast May 21, 2019

Advisors grew their revenues in 2018 despite volatile markets where municipal bonds were the best performing asset class. What are leading providers doing that allows them to grow in less than optimal markets? What are the new and continuing trends in the ultra-wealth market?

In this webinar, FOX managing directors David Toth and Karen Rush framed the issues and opportunities that are impacting wealth advisors today with fresh data and perspectives unique to the business of serving families wealth. Topics include business growth, pricing strategies, and delivery of strategic services. They shed light on the ongoing work that FOX is doing on behalf of their advisor members.

View the Recording:

© 2019 Family Office Exchange
David Toth
Managing Director
Family Office Exchange

Karen Rush
Managing Director,
Family Office Exchange