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Research

Relationship management key for futurewealthy financial planning: report

June 5, 2015

The futurewealthy favor personal interactions for financial planning; image courtesy of Michael Kors The futurewealthy favor personal interactions for financial planning; image courtesy of Michael Kors

 

By Sarah Jones

When the world’s emerging wealthy population is looking for financial advice, they are preferential toward relationship managers over product specialists, according to a new report by SEI.

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