https://www.pricemetrix.com/the-changing-face-of-retail-wealth-management/

PriceMetrix

The changing face of retail wealth management

August 13, 2015 // Thomson Reuters Financial & Risk

Patrick Kennedy, Chief Customer Officer at PriceMetrix and author of “The State of Retail Wealth Management, 5th Annual Report”, recently sat down with the North American Wealth Management team for Thomson Reuters Financial & Risk to discuss a variety emerging trends impacting the retail wealth management space and what those in the industry can do to prepare.


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