Private Client Conference News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Martin Campbell of Anderson Strathern will discuss the most appropriate ownership options to consider when advising clients on tax, succession and asset protection planning at CLT Scotland’s Private Client Conference sponsored by Title Research. Taking place exclusively in-person on Monday 30

Michael Durbin of Fidelity Institutional discussed some findings on how clients would like advisors to spend their time.

The wirehouse wealth head told SIFMA conference attendees to simplify clients’ lives, keep them on track and watch their backs; advisors say the pandemic and world events have brought a changed culture.