With the current coronavirus pandemic, managing your financial well-being has become particularly challenging. Having the right advisor managing your assets has become more important than ever. Also, it is essential to have a sound wealth management strategy in place.
At the Los Angeles Business Journal, our ears are always to the financial ground, and there are a number of questions that we’ve been hearing repeatedly from readers navigating the wealth management landscape. To take a closer look at the latest concerns and trends in wealth management, we have turned to some of the region’s leading experts, who graciously weighed in for a discussion and share some insights on the state of wealth management in 2020.
Thanks to our superb panel for their expert insights.
For the Roundtable Discussion Click Here.