Growth Opportunities for Global Wealth Management Industry

…there is $10 trillion in high-net worth bankable assets that haven’t been tapped.

There has been a significant decrease in assets under management in the global wealth management industry since 2008. High-net worth clients have lost confidence with their bank and fled to other firms.

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Benjamin F. Edwards Looks To Recapture A.G. Edwards Spirit

Maybe you recall back in 2007, when A.G. Edwards was bought out by Wachovia, and then in 2008, Wachovia was acquired by Wells Fargo…

Well, last year Benjamin F. Edwards (great, great grandson of A.G. Edwards) turned around and opened his own new firm. Two weeks ago, he opened his newest and seventh office in suburban Chicago. (I might add, taking seven financial advisors from Wells Fargo)

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