Today news
About the same in other media
Forget relationships, complex services are top of mind for HNW clients
Reading now: 932
The wealth industry may very well be one where it’s good to be a people person. However, several advisors say that when it comes to ultra-high-net-worth clients and their financial goals, they're looking for more from their advisors than just typical investment or financial planning services.
A
Read more on investmentnews.comAbout this in other media
Rising inflation, layoffs top concerns for Indians, reveals Kantar survey livemint.com /9 months ago
Deutsche-backed Taurus Receives Green Light to Introduce Tokenized Securities for Retail Clients cryptonews.com /9 months ago
New software solution helps advisors plan clients’ charitable accounts investmentnews.com /9 months ago
Show more
The website fvbb.com is an aggregator of news from open sources. The source is indicated at the beginning and at the end of the announcement. You can send a complaint on the news if you find it unreliable.
