On Becoming a Wealth Manager…

March 2002
Journal of Financial Planning;Mar2002, Vol. 15 Issue 3, p20
Academic Journal
The article provides information about the booklet released by Schwab Institutional in the U.S. According to the author, the 24-page booklet contains report that argues that planners are required to broaden their services beyond general financial planning and asset management services if they want to grab the new variety of affluent investor. Those services will include management and comprehensive planning, corporate executive services, and business advisory. Moreover, the booklet defines the elements of wealth management and will include information on pricing, marketing, and productivity ratios, the author asserted.


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