The global wealth management industry is entering a defining period of transformation, driven by evolving client expectations, technological innovation, and regulatory reform. As this unprecedented intergenerational wealth transfer occurs, advisory firms are shifting from traditional performance-centric models toward holistic frameworks that prioritize access, governance, and long-term strategic counsel to retain and engage the next generation […] The post Capital Wealth Summit 2026: Setting the Standard for the Next Era of Wealth Advisory appeared first on Web-Release.
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Tuesday, September 22