The Wealth Management Debate: Is the Latest Planning Trend Right for You?

Crane, Amy Buttell
January 2007
Journal of Financial Planning;Jan2007 Supplement, p14
Academic Journal
The article discusses a trend by American financial planners to ignore the middle class in favor of the wealthy, which is one of the fastest growing social demographics in the country. While financial planners focus on the wealthy in the hopes of receiving more compensation, many would be better served to work with the middle class, which provides a larger pool of potential clients. The author details methods financial planners who insist on working with the rich should use to excel in the field of wealth management.


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