Summary: The affluent are certainly looking for the highest quality financial services. Investment management expertise is the reason they engage financial advisors. In many situations, the ability to obtain advanced planning services—wealth enhancement, estate planning, asset protection planning—is also a major draw.
 The affluent are generally highly motivated to obtain various value-added services. This is even more the case as one goes up the private wealth hierarchy. Therefore, for many financial advisors, it would be advantageous to be able to provide these services through carefully selected external experts.."Russ Alan Prince, Brett Van Bortel |
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