The Enduring Enterprise: Building a Sustainable Wealth Advisory Business

August 2007

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The wealth advisory industry is growing at an unprecedented rate as more and more registered investment advisors, larger financial institutions, accounting and law firms are attracted by strong client population growth rates in the ultra wealthy segment. Although there is tremendous market opportunity and barriers to entry are relatively low, service requirements are extremely complex and competition is intense. This study examines the high-level operational challenges facing wealth advisors and identifies successful business practices of firms that are well-positioned for future growth and profitability.

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