Industry Weathered the Storm, Poised to Grow, Fleming Says

Despite a tumultuous recent history, the wealth management industry is healthy today and its future is even brighter, said Greg Fleming, president of Morgan Stanley Wealth Management. “This is still a business that investors like,” said Fleming at SIFMA’s annual Private Client Conference, held in New York on Thursday.

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Advisers say clients are calm, cool as market crumbles

One possible sign that advisers are doing a good job: Most clients appear to be taking the recent sell-off in stocks and jolt of market volatility with relative ease. “My clients are definitely not getting skittish right now,” said Theodore Feight, owner of Creative Financial Design.

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3 New Advisor Differentiators

In the world of financial advice, many advisors make similar claims.  High level service…comprehensive wealth management…expert investment selection… We are often asked, “What truly separates elite new advisors from the rest?”  The following are three of many factors that put new advisors on the fast track to success.

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