STRATEGY FOR WEALTH MANAGERS IN A TIME OF CRISIS
At the start of 2020, wealth managers were already facing significant challenges, including continued pressures on fees, the digital arms race, consolidation of the competitive landscape through M&A, and fiduciary regulation compliance costs to meet new state and SEC rules such as Regulation Best Interest. And now a global pandemic.
- Isaac Halpern and Kapin Vora
31 March 2020