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The Apocalypse of the Four Models: A Wealth Management Platform Is Still a Vision, but It’s Not There…Yet!Product Type: Market Research ReportPublished by: TowerGroup Published: February 2004 Product Code: R301-768 Description 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.
Table of Contents Vision Introduction Why Wealth Management? Wealth Management Spending The Apocalypse of the Four Models Conclusion |
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