Wealth management skills have become core for Financial Planners as the profession moves upmarket.
A special report from Financial Planning Today Magazine has found more Financial Planners are becoming wealth managers in their own right.
Financial Planning and wealth management are becoming more intertwined according to the Financial Planners who spoke to editor Kevin O’Donnell.
Managing client wealth and providing personalised Financial Planning guidance are now a powerful combination and work together remarkably well to the benefit of clients and planners.
The latest feature from Financial Planning Today Magazine reviews the findings of a recent reader survey into Financial Planners and wealth management and also talks to leading Financial Planners about how they work with clients on wealth management planning and ensure their clients get more than just basic investment advice.
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