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Manage episode 361918340 series 3400544
Content provided by Laura Gregg and David Partain, Laura Gregg, and David Partain. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Laura Gregg and David Partain, Laura Gregg, and David Partain or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
The new generation of investors includes a growing and influential population: childless/child-free clients. They present a distinctly unique set of priorities, objectives, concerns, and expectations. In this episode, Pamela Lucina, President of the Northern Trust Institute and Head of Trust and Advisory Practice, talks with Laura Gregg and David Partain about this demographic, and why …

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107 episodes