{"id":10844,"date":"2021-07-16T06:50:02","date_gmt":"2021-07-16T10:50:02","guid":{"rendered":"http:\/\/staging-prblog.paladinregistry.com\/blog\/?p=10844"},"modified":"2024-08-28T05:47:08","modified_gmt":"2024-08-28T09:47:08","slug":"who-are-wealth-managers-and-what-makes-them-different","status":"publish","type":"post","link":"https:\/\/www.paladinregistry.com\/blog\/advisors\/who-are-wealth-managers-and-what-makes-them-different\/","title":{"rendered":"Who are Wealth Managers and What Makes them Different?"},"content":{"rendered":"\n<p>While wealth managers are categorized\nunder the umbrella term of financial advisors, the scope of a wealth manager&#8217;s\nrole goes beyond giving investment advice. A wealth manager not only focuses on\ngenerating returns on investments for his clients but also offers services that\nencompass every other financial aspect of wealth management. This includes\nfinancial planning, accounting, taxation, retirement planning, estate planning,\netc. In other words, hiring a personal wealth manager would mean availing\nyourself of one of the highest levels of financial planning services for your wealth.<\/p>\n\n\n\n<p>In this article, we shall explore the\nbasics of wealth management, what wealth managers do, and why and how they are\ndifferent. We will also tackle the question of whether you need a personal\nwealth manager or not.<\/p>\n\n\n\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_68_1 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<p class=\"ez-toc-title\">Table of Contents<\/p>\n<label for=\"ez-toc-cssicon-toggle-item-69de666a11e7c\" class=\"ez-toc-cssicon-toggle-label\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/label><input type=\"checkbox\"  id=\"ez-toc-cssicon-toggle-item-69de666a11e7c\"  aria-label=\"Toggle\" \/><nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.paladinregistry.com\/blog\/advisors\/who-are-wealth-managers-and-what-makes-them-different\/#What_is_wealth_management\" title=\"What is wealth management?\">What is wealth management?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.paladinregistry.com\/blog\/advisors\/who-are-wealth-managers-and-what-makes-them-different\/#Who_are_wealth_managers\" title=\"Who are wealth managers?\">Who are wealth managers?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.paladinregistry.com\/blog\/advisors\/who-are-wealth-managers-and-what-makes-them-different\/#What_are_the_services_offered_by_wealth_managers\" title=\"What are the services offered by wealth managers?\">What are the services offered by wealth managers?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.paladinregistry.com\/blog\/advisors\/who-are-wealth-managers-and-what-makes-them-different\/#How_much_money_do_you_need_to_hire_a_wealth_manager\" title=\"How much money do you need to hire a wealth manager?\">How much money do you need to hire a wealth manager?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.paladinregistry.com\/blog\/advisors\/who-are-wealth-managers-and-what-makes-them-different\/#How_much_does_a_wealth_manager_charge\" title=\"How much does a wealth manager charge?\">How much does a wealth manager charge?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.paladinregistry.com\/blog\/advisors\/who-are-wealth-managers-and-what-makes-them-different\/#Do_you_need_a_wealth_manager\" title=\"Do you need a wealth manager?\">Do you need a wealth manager?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.paladinregistry.com\/blog\/advisors\/who-are-wealth-managers-and-what-makes-them-different\/#Should_you_hire_a_wealth_manager\" title=\"Should you hire a wealth manager?\">Should you hire a wealth manager?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/www.paladinregistry.com\/blog\/advisors\/who-are-wealth-managers-and-what-makes-them-different\/#The_Bottom_line_Wealth_Managers_and_You\" title=\"The Bottom line: Wealth Managers and You\">The Bottom line: Wealth Managers and You<\/a><\/li><\/ul><\/nav><\/div>\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"What_is_wealth_management\"><\/span>What is wealth management?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>An advanced form of financial service,\nwealth management is a service predominantly provided to high net-worth\nindividuals (HNIs) and ultra-high net worth individuals (UHNWIs). Typically, HNIs\nare defined as those holding liquid financial assets with an investible value\ngreater than $1.5 million; very high net worth individuals have more than $5\nmillion in liquid assets, and UHNWIs have investible assets of at least $30\nmillion, excluding their assets and property. <\/p>\n\n\n\n<p>The sheer size of the investment\nentails that a personal wealth manager is hired to calculate and make precise\nallocations to preserve and grow wealth.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Who_are_wealth_managers\"><\/span>Who are wealth managers?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Wealth managers or wealth advisors are\nfinancial experts to whom the rich and affluent turn to when they need\nfinancial assistance. Personal wealth managers work with people whose financial\nneeds are extensive and go beyond just portfolio management. Personal wealth\nmanagers cover all fields of financial services &#8211; planning, banking, taxation,\nlegal guidance, retirement, and estate. While there is no qualification or\ncertification needed to work as a wealth manager, wealth managers usually hold\nvarious licenses and certifications.<\/p>\n\n\n\n<p>A wealth advisor typically creates a\nspecialized and tailored investment strategy and plan for their clients to help\nthem successfully manage their assets and mitigate risks, including ones of\nlegal nature. At the end of the day, the goal of a wealth manager is to grow\nand preserve the wealth of the client over the long term.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"What_are_the_services_offered_by_wealth_managers\"><\/span>What are the services offered by wealth managers?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Every wealth manager and firm has\ntheir own set of services to offer. They have their own areas of expertise as\nwell. A client can select services based on his or her needs. Alternatively, a\nwealth advisor can suggest services that one should sign up for. Here is a\nbreakdown of the services generally offered by a wealth management firm or a\nwealth management advisor:<\/p>\n\n\n\n<p>&#8211; Advice on investment and financial\nplanning<\/p>\n\n\n\n<p>&#8211; Comprehensive long-term financial\nplanning, including insurance <\/p>\n\n\n\n<p>&#8211; Estate planning <\/p>\n\n\n\n<p>&#8211; Trust services<\/p>\n\n\n\n<p>&#8211; Tax planning <\/p>\n\n\n\n<p>&#8211; Family legacy planning<\/p>\n\n\n\n<p>&#8211; Philanthropic planning service<\/p>\n\n\n\n<p>&#8211; Risk management <\/p>\n\n\n\n<p>&#8211; Retirement planning<\/p>\n\n\n\n<p>&#8211; Health care<\/p>\n\n\n\n<p>&#8211; Legal guidance and advice<\/p>\n\n\n\n<p>&#8211; Banking services<\/p>\n\n\n\n<p>In addition to the above, a personal\nwealth manager may also serve as a representative of the client at places where\nmoney matters come into the picture. This involves financial planning with other\nexperts, setting up financial meetings, coordinating financial communications\nand relationships, and serving as a personal advisor and guide during volatile\ntimes.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"How_much_money_do_you_need_to_hire_a_wealth_manager\"><\/span>How much money do you need to hire a wealth manager?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>While there is no consensus on a minimum\namount, wealth managers are usually hired for clients with large amounts of\nliquid assets that can be invested. The US Securities and Exchange Commission\n(SEC) defines a high-net-worth individual as someone who has at least $750,000\nin assets under management (AUM) or has a net worth of $1.5 million or more. As\nsuch, wealth management firms require their prospective clients to have a\ncertain investible figure before they agree to manage the client&#8217;s account.\nThis minimum investible amount varies depending on the wealth management firm.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"How_much_does_a_wealth_manager_charge\"><\/span>How much does a wealth manager charge?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>A personal wealth manager usually\ncharges a set annual fee. Mostly, this fee is charged as a percentage of the\nclient&#8217;s overall assets under management. The industry average fees are\ngenerally around 1%, but again this could vary depending on the firm. <\/p>\n\n\n\n<p>Some wealth managers may charge a\nfixed fee or even an hourly rate. Some may even charge a combination of the\ntwo. If you&#8217;ve opted for the percentage plan, do check what you&#8217;re paying for\nas the percentage fee may not include expenses such as brokerage, funds, and\ntrading.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.paladinregistry.com\/blog\/advisors\/wealth-management-fees\/\"><em>Concerned about\nthe costs involved in hiring a wealth manager to manage your finances?<\/em><\/a><a href=\"https:\/\/www.paladinregistry.com\/blog\/advisors\/wealth-management-fees\/\"><em> <\/em><\/a><a href=\"https:\/\/www.paladinregistry.com\/blog\/advisors\/wealth-management-fees\/\"><em>Read more on<\/em><\/a><a href=\"https:\/\/www.paladinregistry.com\/blog\/advisors\/wealth-management-fees\/\"><em> <\/em><\/a><a href=\"https:\/\/www.paladinregistry.com\/blog\/advisors\/wealth-management-fees\/\"><em>our article <\/em><\/a><a href=\"https:\/\/www.paladinregistry.com\/blog\/advisors\/wealth-management-fees\/\"><strong><em>Are Wealth Managers Worth the Cost?<\/em><\/strong><\/a><a href=\"https:\/\/www.paladinregistry.com\/blog\/advisors\/wealth-management-fees\/\"><strong><em> <\/em><\/strong><\/a><a href=\"https:\/\/www.paladinregistry.com\/blog\/advisors\/wealth-management-fees\/\"><em>to <\/em><\/a><a href=\"https:\/\/www.paladinregistry.com\/blog\/advisors\/wealth-management-fees\/\"><em>ensure that you\nare paying for services that are most suited to your financial needs and goals.\n<\/em><\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Do_you_need_a_wealth_manager\"><\/span>Do you need a wealth manager?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>If you&#8217;ve amassed a good amount of\nwealth and you want to take care of it, not just for the present, but for the\nfuture as well, or you have investible money of more than $1.5 million, it is\nrecommended that you consider hiring a personal wealth manager. Managing a\nlarge corpus of funds could be stressful for an individual. One needs to be\nprudent in spending while also making wise investing decisions to protect and\ngrow their money. <\/p>\n\n\n\n<p>Traditionally, many HNWIs have employed\nseveral different professionals such as a tax consultant, legal counsel,\ninvestment advisor, etc., for their expertise and then worked hard to keep it\nseamless between the professionals. They also had to keep track of all the\nactivities and executions of the advisors individually to ensure their work was\nin line with their expectations and that their wealth was ultimately growing. <\/p>\n\n\n\n<p>However, new age HNWIs and UHNIs have\ntransitioned to a more relaxed workspace by engaging with a wealth manager or a\nwealth management firm. If you think you require someone who can provide\nunbiased counsel for your assets and help with a holistic approach towards\ngrowing your wealth, then a wealth manager is most suited and can help you\nachieve your goals.<\/p>\n\n\n\n<style type=\"text\/css\">\r\n  .articles-ad-page {\r\n   border-top: 1px solid #ADADAD;\r\n   border-bottom: 1px solid #ADADAD;\r\n   padding: 15px 0;\r\n   margin-bottom: 10px;\r\n   display: block;\r\n  }\r\n\t.articles-ad-page {padding: 10px 5px; border-top: 1px solid #BEBEBE; border-bottom: 1px solid #BEBEBE; margin-bottom: 20px;\t}\r\n\t.articles-ad-page img {float: left; margin-right: 20px; max-width: 140px; margin-top: 5px; margin-bottom: 5px; border-radius: 0;}\r\n\t.articles-ad-page .txt {line-height: 21px; margin-bottom: 0; font-size: 14px; margin-top: 4px; }\r\n  .articles-ad-page .txt p{font-size: 14px;}\r\n  .articles-ad-page .txt p a{color: #035184 !important; font-weight: bold; text-decoration: none;}\r\n  .spocored-text{color: #cac5c5; font-weight: 500; float: right; font-size: 12px;}\r\n  .wa-text{color: #183a68; font-weight: bold; float: left; font-size: 12px;}\r\n  .articles-ad-page .alignleft{ float:left!important;}\r\n  .txt-head{margin-bottom: 2px; text-align: left; margin-top: -6px;}\r\n  .txt-text{margin-bottom: 14px;}\r\n  @media screen and (max-width:767px) and (min-width:320px){\r\n      .articles-ad-page .txt-head {margin-top: -15px; float: left; width: 50%;}\r\n      .articles-ad-page .txt {width: 100% !important; margin-top: 12px;}    \r\n      .articles-ad-page { display: block;}\r\n    }\r\n  @media screen and (max-width: 360px) and (min-width: 320px){\r\n    .articles-ad-page .txt-head a {\r\n        font-size: 16px!important;\r\n        line-height: 16px!important;\r\n    }\r\n    .articles-ad-page .txt-head{\r\n        margin-right: 14px;\r\n            width: 45%;\r\n    } \r\n    .articles-ad-page img{ margin:0 10px 10px 0px!important;}\r\n  }\r\n<\/style>\r\n\r\n\r\n<p><span class=\"spocored-text\" >SPONSORED<\/span> <span  class=\"wa-text\">WISERADVISOR<\/span><\/p>\r\n<div class=\"clearfix\"><\/div>\r\n<div class=\"Articles-ad-page\"><img decoding=\"async\" class=\"alignleft-new\" style=\"margin-top: 0px;\" src=\"https:\/\/www.paladinregistry.com\/blog\/wp-content\/uploads\/2023\/03\/ads-image-1.jpg\" alt=\"ad_article\" width=\"\" height=\"\"><p><\/p>\r\n<div class=\"txt-new\">\r\n<p style=\"margin-bottom: 22px;\"> <a href=\"https:\/\/www.wiseradvisor.com\/match_advisors.asp?kwd=paladin-blog-ad-who-are-wealth-managers-and-what-makes-them-different&amp;utm_medium=middle\" style=\"color:#035184;     font-size: 20px;font-weight: 700; text-decoration: none;\" target=\"_blank\" rel=\"noopener noreferrer\">Need a financial advisor? Compare vetted experts matched to your needs. Compare credentials and fees.<\/a><\/p>\r\n<p>Choosing the right financial advisor is daunting, especially when there are thousands of financial advisors near you. We make it easy by matching you to vetted advisors that meet your unique needs. Matched advisors are all registered with FINRA\/SEC.  <a href=\"https:\/\/www.wiseradvisor.com\/match_advisors.asp?kwd=paladin-blog-ad-who-are-wealth-managers-and-what-makes-them-different&amp;utm_medium=middle\" target=\"_blank\" style=\"font-weight: 700;    color: #035184;\" rel=\"noopener noreferrer\">Click to compare vetted advisors now.<\/a><\/p>\r\n<\/div>\r\n<div class=\"clearfix\"><\/div>\r\n<\/div>\r\n\r\n\r\n\n\n\n\n<p>Yes, wealth managers are a form of\nfinancial advisor. A wealth manager&#8217;s function is very specific, whereas a\nfinancial advisor is more of a general term for someone offering financial\nassistance. Wealth managers mostly take on only HNWIs and the ultra-rich, as\ntheir area of specialization lies in managing a large corpus of investible money.\nFinancial advisors may provide a variety of services ranging from financial\nplanning, investments, tax planning, retirement planning, etc., depending on\ntheir experience and capability. However, you should note that neither of the\ntwo designations requires any sort of formal accreditation. That said, many\nwealth managers are certified as a CFA or CFP. It is recommended that you be\nmindful that a Registered Investment Advisor (RIA) or a fiduciary advisor will\noffer you the highest level of commitment and service, and therefore, hiring a\nwealth manager who is registered as an investment advisor with the Securities\nand Exchange Commission in their state could be your best option for managing\nyour wealth.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Should_you_hire_a_wealth_manager\"><\/span>Should you hire a wealth manager?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>This is an important question to consider,\nespecially considering the price tag a wealth manager\u2019s services come with. A\npersonal wealth advisor will be helpful if you have a large investment to make,\nor your liquid asset value is more than $1.5 million, and if you require help\nmanaging your wealth. Most private wealth advisors charge 1% of the assets,\nwhich could be a sizable amount to spend every year. Some advisors may also add\nfurther costs such as an investment expense amount or transaction fees, etc.,\ntaking your final cost of engaging a wealth manager to an even higher amount.\nThis will be significantly more when compared to an investment agency or any\nother kind of financial advisor. <\/p>\n\n\n\n<p><a href=\"https:\/\/www.paladinregistry.com\/blog\/advisors\/do-i-need-a-financial-planner-or-a-wealth-manager\/\">When deciding to hire a wealth manager,<\/a> you have to factor in your financial situation and financial goals. Do you have the time and acumen to comfortably manage your wealth? Would you rather entrust your assets to the hands of a team of experts, or would you be more comfortable with one wealth manager serving all your financial needs? Remember that while you are paying one person or firm, you are paying for many services that are comprehensive and all-encompassing. Importantly, you and your prospective financial advisor should be on the same page and understand your financial goals and requirements.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"The_Bottom_line_Wealth_Managers_and_You\"><\/span>The Bottom line: Wealth Managers and You<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Wealth planners perform their role\nwith a focus on one specific goal &#8211; advising the ultra-rich on how to grow\ntheir assets optimally. This inherently makes them experts on all the functions\nof financial management. Therefore, wealth managers charge a higher fee than\ngeneric financial advisors. It is up to you to decide if you are comfortable\nmanaging your assets or if you would prefer to hire a wealth manager to help\nyou grow your assets further. <br>\n<br>\nIt is also prudent to ask yourself certain questions before you engage a wealth\nmanager: Is this advisor trustworthy and transparent with his or her dealings;\ndoes he or she have a clean record in past dealings? Are there any\nrecommendations or references for the effectiveness and efficiency of this\nwealth manager? Does this wealth planner understand my objectives, aims, and\ngoals? How will I be charged, and what are the costs involved?<\/p>\n\n\n\n<p>Do not forget to look at the wealth\nmanager&#8217;s advisory certifications. This will add credibility to their services\nand will help you in making decisions. <\/p>\n\n\n\n<p>Ask the right questions to conclude\nwhether the wealth manager gets a grasp of your situation and goals. Both you\nand the wealth manager must have a clear picture of what you&#8217;re going to work\nwith and work toward. Keep these pointers in mind if you do decide to search\nfor and find a suitable wealth planner.<\/p>\n\n\n\n<p><em><a href=\"https:\/\/www.paladinregistry.com\/landing\/find-financial-advisors?cta=match\">Are you looking for a qualified fiduciary to help you plan your finances? Answer a few simple questions and Paladin Registry&#8217;s match service will match you with a list of&nbsp; 1-3 certified financial professionals for free. You may check their credentials and qualifications and set up a free initial consultation before you decide to hire your chosen financial advisor. <\/a><\/em><\/p>\n\n\n\n<p> <em>To learn more about the author William Hayslett view his <\/em><a href=\"https:\/\/www.paladinregistry.com\/blog\/author\/william-hayslett\/\"><em>short bio.<\/em><\/a>  <\/p>\n","protected":false},"excerpt":{"rendered":"<p>While wealth managers are categorized under the umbrella term of financial advisors, the scope of a wealth manager&#8217;s role goes beyond giving investment advice. A wealth manager not only focuses on generating returns on investments for his clients but also offers services that encompass every other financial aspect of wealth management. This includes financial planning, accounting, taxation, retirement planning, estate planning, etc. In other words, hiring a personal wealth manager<\/p>\n","protected":false},"author":122,"featured_media":10846,"comment_status":"open","ping_status":"closed","sticky":true,"template":"","format":"standard","meta":{"footnotes":""},"categories":[325],"tags":[],"class_list":["post-10844","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-advisors"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Who are Wealth Managers and What Makes them Different?<\/title>\n<meta name=\"description\" content=\"Wealth planners perform their role with a focus on one specific goal - advising the ultra-rich on how to grow their assets optimally.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.paladinregistry.com\/blog\/advisors\/who-are-wealth-managers-and-what-makes-them-different\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Who are Wealth Managers and What Makes them Different?\" \/>\n<meta property=\"og:description\" content=\"Wealth planners perform their role with a focus on one specific goal - 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