Holistic Goal Based Planning Biggest Trend In Wealth Management
Advisors should shift toward a goals-based planning approach that guides their relationship with clients across the complete client life cycle, according EY’s 2014 Wealth Management Survey.
EY’s third annual Wealth Management Survey has been published after surveying financial advisors and clients in four markets, viz.: the U.S., Canada, Brazil and Mexico. The survey also points out wealth transfer as the other most relevant trend driving . . .
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