Amex Goes Upmarket

Published Monday, April 01, 2002

American Express Financial Advisors is moving on up … to the people with the deluxe portfolios. The company is in the midst of rolling out a new initiative, Platinum Financial Services, concentrated on high-net-worth individuals. It's putting together a firm-wide plan to target and serve people with $1 million to $7 million in investable assets. Some Amex advisors already cater to that crowd, but this program represents a more deliberate push by AEFA into wealth management. Top advisors attended a seminar in Minneapolis during the second week of March for extensive training. One financial advisor attending the seminar ...

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