Wealthy clients want to work with one adviser, report finds

06/18/2013 | Financial-Planning.com · Advisor.ca (Canada) · Bloomberg

Among affluent investors, 52.6% want to work with just one advisory firm to manage their resources, according to the World Wealth Report 2013 from Capgemini and RBC Wealth Management. The report found that more than 60% of high-net-worth clients have a high level of trust in their financial adviser.

View Full Article in:

Financial-Planning.com · Advisor.ca (Canada) · Bloomberg

Published in Briefs: