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Banks with specialized experience offer clients a wealth of knowledge

The idea of specialization in financing is not too different than specialization in, say, the medical field — turning to a medical specialist who has experience treating a particular injury or illness versus seeing a general physician. In each case working with someone whose concentration is highly specified can be of great benefit.

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Navigating the misconceptions that surround wealth management

There is no universally accepted definition of wealth management, which can lead to misconceptions about what the practice involves. The term may refer to investment management, private banking, stock picking, even estate planning. To many, it can mean all of these. To some it can mean none of these.

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