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PREVIOUS POSTSInsurance Industry's Reputation IntactGETTING PERSONAL: Think Twice Before Buying Childr... Canadian Life Insurers Assurance Facility launched Mr. Monat on SCMP TV Australia: ATO Targets Trusts In Tax Crackdown UK - Tax planning: Information is the key to estat... Tax threat to traded life funds Odd Haavik on Preserving Your Wealth on CNBC Charles Monat restructures in line with fair deali... The Sales Profession: Attention Must Still Be Paid |
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Wednesday, July 01, 2009Transparency is the New Gold Standard: U.S. Wealth Managers Must Redefine Role to Regain Trust in Current Environment, Says PricewaterhouseCoopersPricewaterhouseCoopers' report, entitled "A New Era: Redefining the Way to Deliver Trusted Advice," identifies significant changes affecting wealth managers, how they are responding with changes in their business and what senior private bankers and wealth managers see happening in the industry in the future. The report also looks at the qualitative impacts of the financial crisis over the first quarter of 2009. Based on survey responses from nearly 240 private banks and wealth managers, this year's report is the latest installment in a global survey first conducted in 1993. Read more...posted by Charles Monat Associates at 2:46 PM ![]() 0 Comments:« Home |
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