RT Journal Article SR Electronic T1 Great Expectations JF The Journal of Wealth Management FD Institutional Investor Journals SP 87 OP 91 DO 10.3905/jwm.2004.434570 VO 7 IS 2 A1 Gary J. Gallagher YR 2004 UL https://pm-research.com/content/7/2/87.abstract AB Demographics, industry consolidation, and the increasing complexity and interdependence of different types of financial services are creating a growing demand for wealth managers—those advisors who can offer a broad spectrum of estate planning and wealth management in addition to sophisticated investment management services.