Webinar Replay:
State of the Ultra-Wealth Advisory Business

Originally broadcast on Wednesday, June 3, 2020

The ultra-wealth business continues to perform well, but not without some growing pains. While advisors to families of wealth benefited from strong markets in 2019 they are experiencing costs rising faster than revenues.

Now that we are in the midst of a pandemic, what does this look back on 2019 tell us about how prepared advisors were for the challenges that now face them? What strategies have they employed that may serve them well with their clients during this extraordinary time.

FOX’s David Toth and Glen Johnson will frame the issues and opportunities that are impacting wealth advisors today with fresh data and perspectives. Our annual check-in on the health of the ultra-wealth business includes the latest tracking on pricing changes and insights on the evolving value proposition. Along the way David and Glen will offer their observations on how leading advisors are adapting to operating during the pandemic.

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.
View the Recording:

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Glen W. Johnson
Chief Operating Officer
Family Office Exchange

David Toth
Managing Director
Family Office Exchange

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