The head of Private Client Services at Wedbush, Wes Long, has embarked on a campaign to educate advisors and investors about the effect of rising interest rates.
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Ultrahigh-net-worth investors can have complex needs. That's why Abbot Downing, Wells Fargo's group serving investors with $50 million or more, has family historians and psychologists on staff.
The industry has largely moved to a team model, but some advisors may finish out their careers as 'bachelors,' says John Taft, CEO of RBC's U.S. wealth management division.