Mark Little clarifies the often-confused terms “asset management” and “wealth management,” stressing that many in the industry and clients misunderstand these concepts. He emphasizes the importance of defining these services clearly to clients, particularly differentiating comprehensive financial services from mere investment management. Mark advocates for a “truly comprehensive financial services” approach that includes detailed planning across multiple financial areas to ensure all client needs are met proactively.
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Is asset management the same as wealth management?
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