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The Way You Invest is Shifting (ft. Adam Malamed)
Manage episode 468805146 series 3597894
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Join Robert Gilliland, CRPC™ & Adam Malamed, CEO of Sanctuary Wealth, as they explore the shifts and advancements in the wealth management industry. Adam shares his 30-year experience in wealth management, emphasizing the importance of the independent space & discusses the impact of AI on client interactions, the democratization of the family office, and the growing role of alternative investments in portfolios. Discover future trends and what you should expect from your advisor as a client.
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