Lori Van Dusen Talks the Great Wealth Transfer, Female Investors and the Future of Advice with InvestmentNews

LVW Advisors CEO and Founder, Lori Van Dusen, CIMA®, recently spoke with InvestmentNews about the industry’s challenge in adapting to the largest generational wealth transfer in history. She highlighted the rising influence of women and younger investors and emphasized the need for relationship-driven, holistic planning. Lori stressed that advisors must evolve to meet clients’ expectations for transparency, education and technology, while focusing on the people behind the portfolios, not just the numbers.

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