From the course: Financial Planning and Wealth Management Fundamentals
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From the course: Financial Planning and Wealth Management Fundamentals
Top industry players
Before we dive into the careers portion of this course, I want to talk about structure in wealth management from two perspectives. One, how firms are structured, and two, how the firm segments, in essence, structures their clientele. Now, there are three key ways that wealth management businesses will be established. One is as a line of business or partnership within a large bank, and all large major global banks will have them. Two, is as a small, medium, large company dedicated to wealth management, that's all they do. And three, as an independent practice run by a single person or a few partners, and these tend to be fairly local and regional. Now, in each of these three ways that wealth management businesses are established, each of these ways offers their advisors very different environments. Now, this means how the advisor's performance is evaluated, the type of training and support that they're given by the firm, and the way that they are rewarded in terms of compensation, that…
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