This On Demand was originally recorded at the C2G 2024 Conference on 17 May 2024.
Discover the evolving role of advisors in today’s complex landscape. Explore estate management trends, regulatory shifts, and risk strategies, underscored by real-world examples. Learn the importance of clarity and the consequences of oversight.
Panel discussion with Anthony Grant, Henry Brandts-Giesen, Justin Kleinbaum and Vicki Ammundsen.