TITLE

Scratching Our Heads: Just What Is a Wealth Manager?

PUB. DATE
February 2004
SOURCE
Journal of Financial Planning;Feb2004, Vol. 17 Issue 2, p18
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
This section discusses issues concerning the role of wealth managers and the concept of wealth management. According to Chip Roame of Tiburon Strategic Advisors, there are five areas of financial advising that advisors should be involved in to consider themselves wealth managers: financial and tax planning, private banking, estate planning, charitable giving and liability insurance. Susan Hirshman, of JP Morgan Fleming Asset Management, believes that wealth managers must also provide consolidated reporting and credit and lending services.
ACCESSION #
12244150

 

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