The Future of Wealth Management
Вставка
- Опубліковано 14 жов 2024
- Live from SALT Las Vegas 2019
Wednesday, May 8
Nuveen Stage
Ryan Morfin | Chief Executive Officer, Wentworth
Shirl Penney | President & Chief Executive Officer, Dynasty Financial Partners
Christopher Dupuy | Managing Director, Rockefeller Capital Management; Chief Operating Officer, Rockefeller Private Wealth
MODERATOR Frederick P. Gabriel, Jr. | Editorial Director, InvestmentNews
Developed, created and produced by SALT Venture Group, LLC
#SALT2019
Very informative! Gratitude for the info 💪🏽💪🏽❇️❇️
Loved this video.There’s a book I’ve read recently and it’s another gem for me: “Wealth Management - Balancing the Business of Passive Income” by Martha Stark. Written from a very interesting perspective.
Thanks for watching and for always supporting this channel. Let's talk now for more profitable insights!!⬆️⬆️