Wednesday, June 19, 2013

Report: Wealthiest Clients Want to Consolidate Advisors

Here is an interesting report - the World Health Report 2013 found that the majority of wealth managers are keeping their richest clients happy. More than 60% of high-net-worth clients expressed a high degree of trust in both their wealth managers and their firms.

More good news - 52.6% of high-net-worth clients prefer to work with a single firm to “manage all of their financial needs,” according to the report.

World Wealth Report: Wealthiest Clients Want to Consolidate Advisors

Post a Comment