Marion Halftermeyer and Patrick Winters

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McKinsey Estimates Advisor Shortage of 100,000 by 2034 McKinsey Estimates Advisor Shortage of 100,000 by 2034

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Feb 11, 2025

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McKinsey Estimates Advisor Shortage of 100,000 by 2034 McKinsey Estimates Advisor Shortage of 100,000 by 2034

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Latest from Marion Halftermeyer and Patrick Winters

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Real Estate

UBS Starts Round of Job Cuts Across Investment Bank, Wealth UBS Starts Round of Job Cuts Across Investment Bank, Wealth

byMarion Halftermeyer and Patrick Winters

May 19, 2021

2 Min Read

UBS

High Net Worth

Khan Puts Stamp on UBS With Plan to Revamp Unit for Super Rich Khan Puts Stamp on UBS With Plan to Revamp Unit for Super Rich

byMarion Halftermeyer and Patrick Winters

Dec 16, 2019

4 Min Read

Latest news

Larry Restieri and Bob Oros Hightower

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Hightower CEO Bob Oros To Step Down

Feb 11, 2025

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Industry News & Trends

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Advisor Use of Custom Model Portfolios Rises

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Wealth Managers and RPA Advisors

Why convergence is coming and what it means.

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Estate Planning in a New Political Era: The 2025 Playbook
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Feb 25, 2025
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Feb 20, 2025
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Building Connections with Affluent Women Clients
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