Advisor Relationships and Changing Advice Requirements - 2016 Ultra High Net Worth
The UHNW investor's relationship with their advisor is constantly changing. What types of planning do they expect from their advisors: retirement planning, long-term care, estate planning? Are these wealthy investors likely to refer their advisor to others? Advisor Relationships and Changing Advice Requirements examines the expectations investors have of their advisory relationship, the types of information and planning they are seeking, and how to most effectively deliver this advice.