 “The sooner we are here to help you make the right choices, to help you do the things that really matter, the better off we’re all going to be.”Joe Duran, CEO, United Capital |
United Capital's Duran: Wealth Management Is Dead. Long Live Life Management!
Gil Weinreich | Think Advisor, March 2015
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Summary: The financial services industry is out of step with the public in promising to make people rich—when their real goal is to have rich lives. To that end, the so-called “wealth management” profession—generally the preferred term of financial advisors—has passed its sell-by date.
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