The Changing Face of Wealth Management
Wealth management now and in the future will be as different as the makeup of the (changing) wealthy. It will also be very similar.
Many HNW Investors Call Themselves ‘Self-Directed,’ Despite Complex Portfolios
Almost 30% of high-net-worth investors consider themselves self-directed, a survey from Cerulli Associates found.
Variable Annuity Sales to Hit $22 Billion by 2018: Cerulli
Annuities tied Roth IRAs as the most unsolicited product requests made by investors to their advisors, Cerulli says.
Investors Working With Multiple Pros
Cerulli: Bank Trust Assets Reached $2.3 Trillion in 2012
Bank trust companies are doing well, but threats for RIAs linger.