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Critical Strategies For Turning Heirs Into Clients
Editorial Staff
22 August 2022
This news service was delighted to host a webinar on the theme of how wealth managers can retain the custom of clients' heirs – a huge issue at a time of multi-trillion dollar intergenerational asset transfer. The webinar involved commentaries from Kyle Fleming, Senior Manager, Product Management, SS&C Advent; April Rudin, Founder and CEO, The Rudin Group, and Peter McRae, Managing Partner, McRae Capital Management. The webinar panel was moderated by Tom Burroughes, WealthBriefing Group Editor.