Explore the evolution of financial advisory services from traditional models to fee-based accounts, driven by the demands of high-net-worth clients and market trends.
Explore the emerging concept of household accounts in wealth management, focusing on investment coordination, tax optimization, and balanced portfolio models tailored to family needs.
Explore the key takeaways from Chapter 25 on fee-based accounts, their growing importance in wealth management, and future trends in the advisory landscape.
Explore the significance of fee-based accounts in the modern financial landscape, their types, benefits for high-net-worth clients, and regulatory considerations.