Roundup: Wealth Management 2013
At the recent Wealth Management 2013 conference in Boston, held 21–22 March, one of the overarching themes was helping financial advisers better understand client behavior and successfully manage client relationships. To that end, there were sessions on client reporting in a goals-based framework, closing the so-called “behavior gap” — the distance between what investors should do and what they actually do — and restoring client trust through the use of simple communication techniques and nonverbal behaviors.
Below is a collection of blog posts, recordings, and social media highlights from the conference.
Please note that the content of this site should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of CFA Institute.
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