Tuesday, July 03, 2012

Wealth management pays off!

To the tune of $118 billion, says the American Banker.

Time for some more wealth management newsletters?

1 comment:

JLM said...

"Investment advisory and banking made up the largest percent of wealth management activities"

I'm guessing that "investment advisory," a separate category from fiduciary services, refers to sales of mutual funds and managed accounts. Does "banking" refer to loans against securities, all private-bank loans, or . . . ?