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The changing face of wealth management: how to meet the challenge

THE CHANGING FACE OF WEALTH MANAGEMENT: HOW TO MEET THE CHALLENGE

 / CFA Institute

In the coming years, wealth managers across North America will have to grapple with a number of challenges that will shape the future of the business. Among them, the need to adapt their value proposition and business models to meet the needs of a new generation of clients: women and millennials.

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