What one thing would you do to assure your firm is competitive for the next decade?
Wealth managers don't pay enough attention to the client experience they're providing
At the Icons & Innovators award ceremony held at the grand University Club in New York City I had the privilege of sharing a panel with lions of the industry: David Booth, founder of Dimensional Fund Advisors, Ken Fisher, founder of Fisher Investments, and Mark Tibergien, CEO of Pershing Advisor
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