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Summary: A new breed of wealth client has emerged over the past decade. These clients want to collaborate with wealth management firms when planning for their financial future. A report by CEB TowerGroup says firms that are willing to expend the time and effort to move away from an investment management approach focused on past performance toward a financial-planning-centered one that meets current clients’ broader needs will be rewarded
 Different clients require different planning capabilities, and firms that meet these varied needs across multiple channels not only increase client loyalty, but also open up opportunities to introduce additional product and service offerings."Darrin Courtney, research director, CEB TowerGroup.
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