This chapter explores the impressive growth of the wealth management industry since 2015, highlighting client relationship dynamics and the competitive landscape. It emphasizes the importance of evolving client perspectives, macroeconomic factors, and the need for distinct advantages in achieving substantial growth in a fragmented market.
On episode 158 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Peter Mallouk, President and CEO of Creative Planning. This episode was recorded in front of a live audience at Future Proof on 9/17/24.
This episode is sponsored by Kraneshares. China Last Night powered by KraneShares is a daily note produced by the KraneShares research team led by Chief Investment Officer Brendan Ahern. Check it out at: https://chinalastnight.com/
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