Alex Quirke

Aite Wealth Management Recap

AITE Wealth Management Event Recap

Wealth management industry leaders came together at Aite Group’s Wealth Management in Transition Executive Forum on October 21 and 22 and Grapevine6 CEO Mike Orr delivered some provocative perspectives.  The wealth management industry is changing extremely quickly, with the majority of business happening virtually and traditional methods of acquiring and serving clients no longer viable. …

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