Recently, I found myself daydreaming about the future of the wealth management industry and soon thereafter had an opportunity to discuss that dream with a few industry participants. Interestingly, we all agreed that there were a few unmistakable trends that seemed to make a great deal of sense, and the point of this letter is to share them with our readers. We will thus review both three alternative models for success and a couple of potential changes in the way traditional activities are carried out.

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Jean Brunel and Wealth Management.pdf