3 Takeaways – Independent & Wirehouse Business Models
Louis Diamond Mentioned
By Todd Eklund
On Thursday July 11th CFA Society New York hosted Independent & Wirehouse Business Models. The forum was part of the event series organized by the Private Wealth Management thought leadership group at CFANY.
Louis Diamond moderated an engaging and insightful discussion digging into the wealth management ecosystem and where the industry is headed.
Our panelists included management consultants: Will Trout, Charles Smith, and Greg O’Gara. Along with industry executives: Mark Tibergien, Abby Salameh, and Phil Fiore.