Personalize It, Please

October 2003
Journal of Financial Planning;Oct2003, Vol. 16 Issue 10, p19
Academic Journal
This article focuses on two studies which revealed that high net worth (HNW) individuals like their advice very personalized. HNWs who have fled the do-it-yourself approach in the wake of the market decline, want advisors who will manage it with me, according to the 2003 World Health Report by Merrill Lynch and Cap Gemini Ernst Young. A study by Standard & Poor's found similar results


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