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Aggregation – Is it Working for Wealth Management?

Kathy Freeman Godfrey March 29, 2023

Is aggregation working for wealth management? In light of recent market developments that have impacted banks and their wealth management subsidiaries, we take a few minutes to ponder “What will the drivers of future success be?”

Take a look at this brief opinion piece by Derek Burke and Kathy Freeman which explores the conversation from multiple dimensions.

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Kathy Freeman Company is a U.S. based strategic advisor to the investment industry and a national, retained, executive search firm. Named a Forbes Top 250 Executive Recruiting Firm in 2018 & 2019.

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