TITLE

Offering Right Advice for All Ages

AUTHOR(S)
Braswell, Mason
PUB. DATE
June 2012
SOURCE
American Banker;6/20/2012, Vol. 177 Issue 95, p2
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
The article notes U.S. Trust wealth management firm's survey of three generations of high-net-worth and ultra-high-net-worth clients found they perceive their financial responsibility to relatives differently and also notes this is something financial advisers need to understand.
ACCESSION #
77063163

 

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