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Wealth Managers Control Twice the Assets and Achieve Three Times the Income of Advisors, According to New Study.

Publication: PR Newswire
Publication Date: 16-OCT-07 		Format: Online
Delivery: Immediate Online Access

Article Excerpt
CEG Research Reveals that No Cold Calls, Fewer Clients and Deeper Relationships Characterize Emerging New Breed of Wealth Managers

NEW YORK, Oct. 16 /PRNewswire-FirstCall/ -- The new breed of wealth managers who use a consultative approach to establish and foster close client relationships control twice the level of client assets and command three times the annual income of more traditional financial advisors serving high-net- worth clients, according to a new study conducted by CEG Research and sponsored by Dow Jones. The study, "Best Practices of Elite Advisors: The Wealth Management Edge," revealed that wealth managers control an average of $645 million of assets,...



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