Evolving client needs in the wealth advisory business

Join our Co-Head of Business Development Andrew Douglass and Jamie McLaughlin, as they discuss industry trends in the wealth advisory business and the shift in client needs.

Jamie McLaughlin founded J.H. McLaughlin & Co in 2010, a management consulting firm focused on strategy and practice management for wealth management and investment advisory firms, private banks, trust companies, single and multifamily offices. He has over 30 years of experience in both senior operating roles and client facing roles in the ultra-high-net-worth space and family office segments for the wealth management industry.