The Business of Money Management

This piece is more about the business of money management than an investment idea.  So if that doesn’t interest you, then you may want to skip this one.

Here is a quote before the download:


“This report is designed to provide owners of wealth management businesses with a “30,000 foot view” of the current state of the industry and, given the forces confronting the industry today, how we expect the structure and the economics of the business to evolve over the next decade. It is the third of three such examinations of the industry. Several of the co-authors of this white paper helped prepare the first study in 1999 while at Undiscovered Managers, LLC, and in 2005 assisted JPMorgan with an update.


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Brave New World of Wealth Management