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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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Search Trust and Wealth Management Marketing
Blog Archive
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2005
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May
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- Two erudite views on estate taxes
- Millionaires - an endangered species?
- Good news and bad news
- Live rich to get rich?
- Tales from the 20th Century: Borrowing Trouble
- Tax reform resource
- Trusts versus annuities
- Questions, anyone?
- Wealth managers: Looking for new clients?
- Coincidence?
- A trust for Spot and Puff?
- The rich might not be that different after all
- How big is the market for trust services?
- Wealth Management: the book
- Demographics as destiny
- Trusts and insurable interests
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May
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Senior GO TO Guide • BLOG
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2 comments:
In my parents' era, the wife did the banking and the husband handled the investing. Today it's more likely to be the wife who handles all the financial tasks, including the investing.
How is this trend influencing trust marketing?
Are more women rising to positions of prominence in the industry?
Guy Blanc: Yes, women have risen steadily to positions of prominence in the trust industry over the past two decades. Some have argued that they make the best trust officers, due to superior verbal skills and sensitivities. They have taken prominent roles in wealth management divisions as well.
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