Practical analysis for investment professionals
25 March 2013

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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About the Author(s)
Lauren Foster

Lauren Foster was a content director on the professional learning team at CFA Institute and host of the Take 15 Podcast. She is the former managing editor of Enterprising Investor and co-lead of CFA Institute’s Women in Investment Management initiative. Lauren spent nearly a decade on staff at the Financial Times as a reporter and editor based in the New York bureau, followed by freelance writing for Barron’s and the FT. Lauren holds a BA in political science from the University of Cape Town, and an MS in journalism from Columbia University.

2 thoughts on “Roundup: Wealth Management 2013”

  1. HoldenWealth says:

    Hello Lauren Foster,
    At first thanks a lot for your great post. Wealth Management is traditional for people and families that area unit affluent to own. Wealth Management are not any totally different from alternative monetary professionals except they’re ordinarily sure to manage over wealth.

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