Updated Friday, October 31, 2014 as of 12:55 AM ET

Warning to Wealth Managers: 'Don't Be Creepy'

The research and advisory firm Celent has released a new report cautioning wealth management professionals to be careful about using personal information, recent location and analytical data in their communications with clients that could strike them as “creepy.”

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Comments (1)
I feel like this article had something going, and then it just fizzled and lost it's thesis completely by the end. Nothing more than a Deep Thought by Jack Handy.
Posted by Matthew U | Tuesday, September 09 2014 at 9:43PM ET
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