Periodical
AMERICA’S TOP WEALTH ADVISRS.
| Taitara: | AMERICA’S TOP WEALTH ADVISRS. |
|---|---|
| Ngā kaituhi: | KLEBNIKOV, SERGEI (AUTHOR) |
| Puna: | Forbes. Apr/May2024, Vol. 207 Issue 2, p55-60. 5p. 2 Color Photographs. |
| Whakarāpopotonga: | Forbes has released its annual ranking of the top wealth advisors, featuring 250 experienced coaches who oversee over $1.5 trillion in assets. The rankings were compiled using quantitative and qualitative data, including interviews, to rank candidates nominated by their firms. The list includes advisors from various locations in the United States, with the top three advisors being Jeff Erdmann, Brian Pfeifler, and Lyon Polk. The document provides a list of financial advisors and their firms, along with their assets under management. Two advisors, Joel Bird and Blair Cornell, are highlighted with quotes about their client service and investment strategies. Bird emphasizes the value of hiring individuals with a service industry background, while Cornell discusses the importance of allocating funds to alternative investments. [Extracted from the article] |
| Ngā kupu marau: | *Wealth management services, *Wealth, *Interest rates, Economic uncertainty |
| Ngā kupu matawhenua: | America |
| Kamupene/Hinonga: | Morgan Stanley & Co. LLC |
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| ISSN: | 00156914 |
| Pātengi raraunga: | Business Source Complete |
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