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Wealth management firms are undergoing a transformation, with new hires and promotions, acquisitions and expansion into larger quarters. Factors driving growth include evolving client expectations in a volatile economy.
David Means will be joining Means Wealth Management as its new Senior Vice President.
A new generation of investors is bringing new demands to wealth management. It’s not just stocks and bonds anymore, and alternative assets that didn’t exist a decade ago have suddenly become the buzz.