04/08/2015

HNW clients will not follow adviser: study

The research by NPG Wealth Management, SEI and Scorpio Partnership showed that only 19 per cent would pursue their adviser if they moved to a different wealth management firm.

03/31/2015

Do RMs lack pulling power?

The results show that only 19% of HNW clients would pursue their relationship manager if they moved to a different wealth management firm.