Interview senior wealth management executives for an hour and you'll get a 45-minute pitch about their ability to achieve superior strength and size while keeping a "small firm" feel. You'll hear how the firm, more than its competitors, can "walk the walk" when it comes to putting clients first. You'll hear about the excellent quality of the company's advisors, its platform and its products. You'll hear about the organization's outreach programs to women and minorities. And you'll hear about the coming opportunities created by the aging baby boom generation and about the firm's total confidence in seizing it.
But in the remaining 15 minutes, you'll hear candid, insightful commentary about the state of wealth managementhow it's been able to recover from the challenges of the recent financial crisis, the obstacles it faces as the industry evolves and what executives have been doing to expand their business. It's those insights you'll find in On Wall Street's inaugural State of Wealth Management special report.
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