 We probably were just not competitive enough in terms of what we could offer. We didn't pay any upfront money. I know for a whole population that certainly cut us out."Alexandra Lebenthal, CEO, Lebenthal Holdings. |
Why Lebenthal's wealth management venture didn't make it
Charles Paikert | Financial Planning, August 2016
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Summary: Indeed, the demise of the wealth management arm [Lebenthal Wealth Advisers] of one of the financial service's industry's most venerable names has underscored the fiercely contested battle for high- and ultrahigh-net-worth clients and the advisers who can work with them.
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