top of page
Search
  • Writer's pictureKen 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.

14 views0 comments

Recent Posts

See All

Comments


bottom of page