FOX Public Webinar:
The State of the Ultra-Wealth Advisory Business 2019
May 21, 2019 | 1:00 - 1:45 p.m. CT
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?
FOX managing directors David Toth and Karen Rush will frame the issues and opportunities that are impacting wealth advisors today with fresh data and perspectives unique to the business of serving families wealth. Topics will include business growth, pricing strategies, and delivery of strategic services. They will shed light on the ongoing work that FOX is doing on behalf of their advisor members.
FOX managing directors David Toth and Karen Rush will frame the issues and opportunities that are impacting wealth advisors today with fresh data and perspectives unique to the business of serving families wealth. Topics will include business growth, pricing strategies, and delivery of strategic services. They will shed light on the ongoing work that FOX is doing on behalf of their advisor members.
- Our annual check-in on the health of the ultra-wealth business
- Latest tracking on pricing changes in the ultra-wealth advisor market and their impact on revenues
- Emergence of strategic services (advice, planning, education) as a pivotal offering
- A preview of the FOX Roadmap for addressing the most pressing concerns of our wealth advisor members, upcoming learning opportunities, and what’s new at FOX.
Speakers
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David Toth
Managing Director
Family Office Exchange |
Karen Rush
Managing Director,
Membership Family Office Exchange |
This webinar is not eligible for CPE credit.
Complimentary Registration:
© 2019 Family Office Exchange
