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Home  > Business/Finance  >  Financial Services  >  Asset Management

The Apocalypse of the Four Models: A Wealth Management Platform Is Still a Vision, but It’s Not There…Yet!


Published Date: February 2004
Published By: TowerGroup
Page Count: 15
Order Code: R301-768
 
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The Research Note likened wealth management to the high-touch services of private bankers or fee-only financial planners that would use technology to drive some level of these services down to the emerging affluent. A hypothetical technology architecture for wealth management was defined.

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