Estate Planning For Physicians | Stories | Articles | Edu.

FINANCIAL ADVISOR: “Moreover, Concierge Medicine and wealth management intersect in areas such as addressing the costs of living a longer, healthy life.”

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By Russ Alan Prince, president of R.A. Prince & Associates & Brett Van Bortel is director of consulting services for Invesco Consulting.

RELATED STORY

FINANCIAL TIMES: ‘Concierge Medicine Can Fill Health Care Gaps.’

MAY 1, 2017 – Competition for wealthy investor assets is greater than ever before. More diverse professionals have moved and are continuing to move into the money management business. Furthermore, robo-advisors are slowly and steadily gaining traction, and some of them are likely to eventually cultivate wealthy clients.

READ MORE …

SOURCE: http://www.fa-mag.com/news/becoming-a-high-net-worth-thought-leader-32494.html?section=47

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Categories: Estate Planning For Physicians | Stories | Articles | Edu., National Headlines

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