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In this video interview, Cory McCruden, managing director at EY, speaks with Elisa Battaglia Trovato, deputy editor at PWM, about the mounting digital pressures facing wealth managers. Ms McCruden ...
Fiona Mckay, CEO of Lightbulb Leadership Solutions, speaks with PWM about the perils of succession planning and how wealth managers can better serve female inheritors and entrepreneurs. Discussing the ...
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