The Wealth Management Advantage
With more than 10,000 baby boomers retiring every day (Pew Research Center, 2010) and more than 5.5 million households having $1 million or more in investable assets (Frank, 2010), the future is full of opportunity for financial advisors. But competition for these clients will be fierce. Advisors will need to demonstrate the ability to provide comprehensive wealth management tools and solutions to attract and retain high net worth and mass affluent clients.
Please provide the following information so we can email you a link to the white paper, Securities America’s Wealth Management Advantage. This paper provides an overview of The Wealth Management Advantage — A comprehensive suite of wealth management tools, services and resources offered by Securities America through its parent company, Ladenburg Thalmann. The Wealth Management Advantage provides a clear competitive edge in serving mass affluent and high net worth clients by allowing them access to resources typically not available to independent financial advisors.