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This page contains a single entry by Associate Editor published on June 29, 2011 7:03 PM.

Planners Try to Persuade Younger Clients To Take More Risk was the previous entry in this blog.

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PwC Warns That Older Firms Should Adopt New Practices To Keep Status Quo In New Economy

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Associate Editor
on June 29, 2011 TrackBacks (0) Comments (0)

Financial Planning has published an article by Ruthie Ackerman titled "Status Quo in Wealth Management Shifting." The article discusses PwC's 2011 report "Anticipating a New Age in Wealth Management" and how established firms are being replaced by new competitors because of client expectations of service and value.

Posted by Brian Spring, Associate Editor, Wealth Strategies Journal.

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