Three New Year’s resolutions for the wealth management industry Three changes the wealth management industry needs to make in 2020 The year ahead has the potential to be a defining one for the wealth management industry, following a difficult 12 months that have seen client confidence rocked by a number of high-profile issues. Whether it’s the suitability of investment products, exorbitant and opaque fees, or the need to build a better and more inclusive dialogue [...]
