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 [...]
Why cutting through noise is a sound investment strategy City Talk Noise is the enemy of information – a premise that is especially true for investing. Cutting through the noise and listening to what matters is critical for those who want to invest with clarity and not be distracted by sounds which are irrelevant to their objective. Business TV channels, financial publications and online news and [...]
The clock is ticking for traditional wealth managers City Talk We need a new approach to wealth management. With the FCA turning its attention to the sector, pressure is mounting on the traditional culture of high fees and indifferent service. How many of us either enjoy, or are comfortable with, managing our own money? Well, that depends on what we mean. For many of us, [...]
