Bert Doerhoff

wealth management trends, digital transformation

Wealth Management Trends in the Age of Digital Transformation

The Covid-19 pandemic had far reaching ramifications, extending well beyond its devastating impact on the health of millions of Americans. It disrupted the way we interact with each other, turning “Zoom” into a verb. Advisors now routinely schedule client meetings via videoconference. These meetings, which used to take 3-4 hours with travel time included, can …

Wealth Management Trends in the Age of Digital Transformation Read More »