Is a Career in Wealth Management or Financial Planning Right for You?
Submitted by Robert Gordon & Associates, Inc on January 14th, 2020
Wealth management is a financial services term that gets thrown around a lot and, yet, is not well understood even by people in the business. Wealth management and financial planning are very similar paths. They both assist clients with investment decisions and goals. However, what uniquely distinguishes the field of wealth management from financial planning is the clients.
