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The Journal of Wealth Management

The Journal of Wealth Management

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Primary Article

The Movement of Wealth

W. Brian Barrett, Celine Moreno and Thomas B. Sanders
The Journal of Wealth Management Spring 2008, 10 (4) 30-41; DOI: https://doi.org/10.3905/jwm.2008.701849
W. Brian Barrett
An associate professor in the Finance Department of the University of Miami in Coral Gables, FL.
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  • For correspondence: bbarrett@miami.edu
Celine Moreno
A research associate at University of Miami in Coral Gables, FL.
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  • For correspondence: c.moreno5@umiami.edu
Thomas B. Sanders
A lecturer in the Finance Department, University of Miami in Coral Gables, FL.
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  • For correspondence: tsanders@exchange.sba.miami.edu
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Abstract

The authors present the results of a survey of the 20 top American money-management firms that asks the reasons why money managers move between firms. Such results should assist to devise methods for retaining top-performing producers. Such efforts are essential to providing stability to the RM-client relationship and, therefore, work toward making a happy customer. A number of variables as they relate to the percentage of assets transferred were studied, such as years of experience, number of job changes, performance of portfolio, movements between brokerages and private banks, and proactivity of departure firm, among others. The results show that clients still tend to be more loyal to the money manager than the firm, despite recent, more aggressive efforts by departure firms to institutionalize the customer.

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The Journal of Wealth Management
Vol. 10, Issue 4
Spring 2008
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The Movement of Wealth
W. Brian Barrett, Celine Moreno, Thomas B. Sanders
The Journal of Wealth Management Jan 2008, 10 (4) 30-41; DOI: 10.3905/jwm.2008.701849

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The Movement of Wealth
W. Brian Barrett, Celine Moreno, Thomas B. Sanders
The Journal of Wealth Management Jan 2008, 10 (4) 30-41; DOI: 10.3905/jwm.2008.701849
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