
A Private Wealth Manager’s Biggest Challenge
For true success in a multiple advisor portfolio, each advisor must have line of sight into assets held away and be given clear directives and focus.
For true success in a multiple advisor portfolio, each advisor must have line of sight into assets held away and be given clear directives and focus.
Reporting is all about giving clients clarity and control, David Benskin, founder and chief executive of Wealth Access, tells Family Wealth Report.