To the tune of $118 billion, says the American Banker.
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Notes for trust officers, private bankers and others concerned with estate and trust planning, from a Merrill Anderson Senior Editor and his retired mentor.
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1 comment:
"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 . . . ?
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