The latest “Futurewealth Report,” sponsored by SEI, Scorpio Partnership and NPG Wealth Management, finds that 64% of affluent individuals think their “main money manager has a good knowledge of their core financial needs.” The study further shows clients value regular interaction with their wealth managers. This contact can come in a variety of forms, including “ongoing communications” in the form of newsletters and social-media updates, “strong research, or engaging dialogue"...