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Lori Van Dusen Shares Insights on the Future of Wealth Management with InvestmentNews

CEO and Founder Lori Van Dusen, CIMA®, spoke with InvestmentNews on the transformative trends shaping the wealth management industry. Emphasizing the impending wealth transfer to women and the pivotal role of fintech, Lori discusses the evolution toward integrated financial planning and the importance of succession planning for RIAs. Her outlook underscores LVW Advisors’ commitment to client-centric strategies and empowering next-generation advisors.

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Community

Lori Van Dusen Honored with 2024 ICON Award for Leadership and Community Impact

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In the News

Lori Van Dusen Discusses Economic Outlook and Market Risks with U.S. News and World Report

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LVW team members at holiday employee party

Team Highlights

LVW Advisors Team Enjoy Holiday Employee Event

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