Sentences with phrase «less affluent client»
Earlier versions concerned us as they especially impacted the smaller, less affluent client in the 401 (k) space.»
https://www.thinkadvisor.com/ Not exact matches
Abele conceived the idea for Tend when he saw how the leading private banks are increasingly concentrating their efforts on ultra-high net - worth (UHNW) clients with more assets and higher transaction volumes, and rather neglecting the less affluent.