A wealth manager worthy of your trust is critical to your financial
well-being, anticipating your needs and helping you create an investment
strategy that works towards your goals. Use the resources below to gain
greater knowledge and background in your search for a wealth manager.
The Current State of Private Wealth Management
Today’s investor has unique wealth management needs and requires a wealth manager with the expertise and savviness to meet them. To learn more about these challenges, CFA Institute surveyed 900 investors with at least $1 million in investable assets to see how professional wealth managers measure up.
What we are talking about
Nine Nuggets of Rock-Solid Advice for Retirement Age Clients
Retirement planning is never an easy task. CFA Institute discussed commonly asked questions and responses to, hopefully, provide some assurance for you and your clients to put them in a good position to secure their financial future.Dec 5. - 6 min.
Daughters: The Rising Wealth Influencers
Barbara Stewart, CFA, provides insight into how the generational wealth transfer will affect daughter care.May 13. - 5 min.
Letters to Tony: What is a Fair Fee for Financial Advice
Explore letters to Tony that explain investment topics in simple, no-nonsense language.Dec 18. - 4 min. 15 sec.