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Looking beyond the obvious and responding to today's challenges in wealth management and private client services.
Episodes
Wednesday Sep 06, 2023
Wednesday Sep 06, 2023
Katie Royals, managing editor of PAM Insight, sits down with Alex Brandreth, the chief investment officer at Luna Investment Management, to discuss the age old debate of active versus passive wealth management.
Is there a right side to pick or does the answer lie somewhere in the middle?
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