Focus Financial Partners reposted this
It was a pleasure to join yesterday's panel, moderated by Carleton English of Prosek Partners. Together with Liz Nesvold of Emigrant Bank and Michael Durbin of Cetera Financial Group, we discussed the big changes shaping the wealth management landscape. We touched on everything from tech advancements to shifting regulations, as well as how firms can stay ahead by innovating, strengthening client relationships, and proactively addressing future challenges. Thank you to everyone who joined us! #CAISSummit