Building a high-net-worth practice
Sean Allocca | Financial Planning, August 2017
Read the article online >Summary: Advisors have long hunted the $13 trillion in total investable assets held in high-net-worth households. In fact, 13% of advisory firms now focus on the wealthiest clients that account for less than 1% of the U.S. population, according to new research from Cerulli Associates.
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