Managing neurodiverse talent effectively requires rethinking some of the most ingrained assumptions in corporate hiring and Justin Nelson JP Morgan Managing Director, has spent considerable time working out what that looks like in practice. Nelson heads the Asset Management and Financial Principals Coverage Team at J.P. Morgan Private Bank in Connecticut, where his group manages […]
Day: June 30, 2026
Michael Gold on the Advisor Shortage Threatening UHNW Family Planning
The timing could hardly be worse. Just as business owner transitions and intergenerational wealth transfers are accelerating, the financial advisory profession is heading toward a significant contraction. Nearly half of all advisors are expected to retire by 2035 and the advisors most likely to leave are those with the deepest experience serving ultra-high-net-worth families. Michael […]