As rising interest rates have slowed the market down, and big banks are feeling the crunch, trust and exclusivity become more important measures for clients.
Many smaller wealth management firms have spent the last decade investing in and building capabilities to drive client value and competitive capabilities, such as alternative investments, charitable giving planning, retirement advising, and even loan services as a result.
Tom Ruggie looks at why these and other factors are helping smaller firms have their moment in the sun.
