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  • Ken Lubin

Navigating The Changing Tides of Wealth Management




ZRG's Ken Lubin and Michael Castine recently co-hosted a webinar in discussion with Eric Weber, Managing Director, Houlihan Lokey and David Barton, CEO, Mercer Advisors. Focused on the ever-changing wealth and asset management space, the conversation covers pertinent topics including the increased importance of due diligence in a post-COVID market, strategies to increase the value proposition firms offer their wealth clients, the impact of remote work, and more.

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Feel free to reach out at klubin@zrgpartners.com