Thought Leadership

The Wealthy Ignore Family Concerns at Their Peril

Barron’s, January 24, 2018 – President & CEO Leslie Voth addresses why it’s important for wealth advisors to focus on both family and finances for their clients. “‘Our industry has to be able to help families solve all their needs,’ Voth says. ‘Families are not portfolios – they are made up of people.'”

Read more. (A subscribtion to Barron’s may be required in order to view the publication.)


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