Wealth Insider

A roundup of articles & events to further your professional development

Creating an Omnichannel Experience    

From the Investments & Wealth Monitor

Wealth management providers must shift from incrementally adding to their core capabilities and instead implement targeted service models that meet, then exceed, prospective clients’ expectations.

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What Goes Around Comes Around
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September 19
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Investments & Wealth Strategy Forum—New York City

Strategies for Advanced Practitioners
November 28–30, 2023

The most successful financial advisors know there’s more to client satisfaction than portfolio construction. You need the expertise and strategies to help them grow, enjoy and preserve their wealth.

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Discover from the best of the best—wealth advisors, estate attorneys,
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Editors' Picks

101 Things Advisors Do to Add Value Beyond Allocating a Portfolio    

From the Investments & Wealth Monitor

Advisors who tailor their service offerings for an ideal client persona can enhance their efficiency and better differentiate their practices.

Is Wealth Inequality Overstated?   

From Chicago Booth Review,
IWI Executive Education Partner

Many economists agree that inequality has risen in recent decades, but that’s where the agreement ends. Measuring the trend is contentious, and it’s more than just a methodological squabble. How severe one sees the problem informs the policies proposed, from no change to a host of new taxes aimed at correcting the imbalance.

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