
Jan 29
Helping Affluent Clients Understand the Risk Management Landscape - ThinkAdvisor
Katherine Frattarola
Affluent individuals with substantial assets face a myriad of challenges that demand a reevaluation of their risk management strategies in 2024.
For example, just 16% of high-net-worth parties polled in HUB’s 2024 Outlook Survey have recently revised their risk management procedures, which highlights the prevalent lack of the adjustments that need to be made by clients in this demographic group.
