Tune in to discover how Wealthspire's Mike LaMena redefines wealth management with a holistic strategy and future industry insights.
| Mike LaMena CEO Wealthspire Advisors |
| | David and Mike delve into Wealthspire's shift from traditional stock-centric advice to a holistic life-coach approach at a growing scale including insights on the recent $3 billion firm acquisition to their UHNW service model, and the continuous influx of M&A opportunities in the industry. |
|
|
| David engages with Mark on the future of the RIA industry, how the evolving role of technology has influenced financial planning, the escalating threat of cybersecurity, and the need for acquiring specialized talent. |
| | Mark Hurley Founder of Fiduciary Network; CEO Digital Privacy & Protection LLC |
|
|
|
| | Periodically, WealthManagement.com will inform you of special events, products and other offers that we believe you will find helpful in your business or career. To STOP receiving promotional e-mails from WealthManagement, please click here.
WealthManagement | Informa | 605 Third Avenue, 22nd Floor, New York, NY 10158 | Privacy Statement | |
