Survey identifies 5 changes for wealth management

06/30/2013 | AdvisorOne

The rising cost of regulation, the need to attract younger clients and the need to restore lost trust among customers are among the five areas wealth managers cited as potential trouble spots for the industry in PricewaterhouseCoopers' 2013 Global Private Banking and Wealth Management Survey. Two other areas in which managers must be ready for change, according to respondents, are updating legacy technology and offering more holistic financial planning.

View Full Article in:


Published in Briefs: