Are advisors misusing the term "wealth management"?
A new report finds that advisors, investors and financial providers have been using the term inconsistently -- and perhaps incorrectly. If advisors and providers are going to use the term, they need to know how their clients define the term, saysGeorge Walper, president of Spectrem Group, the market research firm that produced the report.
Register or login for access to this item and much more
All On Wall Street content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access