ZRG Insights
< View all
<
The Smartest People In The Room®

Navigating the changing tides of wealth management

Navigating the Changing Tides of Wealth Management

62
min.
read

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.

Meet the Author

Global Scale.
Boutique Feel.

We are in the markets that matter, but we show up like we’re part of your team. Hands-on, high-touch, and built around your goals.