The initial impact of the pandemic, while disruptive, ushered in about a decade’s worth of progress for the financial planning and wealth management sectors. Educating clients throughout the ongoing disruption has been key for firms like Fox, Penberthy & Dehn at Morgan Stanley. The popularity of remote meetings provides additional connectivity options for industry professionals but will never fully replace face to face interactions, the firm’s Senior Vice President and Executive Director Albert Fox told Invest:Insights. Investing in future leaders is pivotal as the financial sector continues to grow and innovate, Fox said.
