Wealth Management 2022: Be the Solution

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Wealth Management 2022: Be the Solution

Coffaro, Dave

ABA banking journal, 01/2022, Volume: 114, Issue: 1

Magazine Article

Global supply chain disruptions highlighted interconnectivity It's not quite string theory, but when disconnects create global ripples, distilling implications for wealth clients becomes a valuable practice for advisors. Knowing the client, their wealth management strategy and their family is foundational to creating meaningful advice. There are many unknowns in 2022-market adjustments, tax law changes, inflation, to name a few-and that's exactly the point.

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