Summary: “When you think about it, everyone has an unusual relationship to money,” says Nerre Shuriah of First Citizens Bank. A bank-based wealth planner might have roles that resemble a therapist one day and a legal adviser the next, and “you’ve got to be someone who loves to learn.” She discusses delivering relationship-based asset management in an environment of fee compression; the skills that financial planners require today; and limits of software tools for consumers to access wealth management exper
