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

Click a location marker
to learn more

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.