It’s easy to put off your investment review, but with our handy framework you can quickly understand the portfolio performance and service value you are getting.

Your wealth manager should be making a whole range of proactive moves to protect your portfolio, so read on to see if yours is making the grade

A significant gap is emerging between the best and worst communicators in the wealth management space. See where your provider stands with this sample of best practices.

The best wealth managers are really pulling out the stops to inform and reassure their clients during the Coronavirus crisis, and if yours is not, then this might be a good opportunity to explore your options

Not all wealth managers are alike, and there are plenty offering robust investment performance, competitive fees and great service. It pays to review your relationship, particularly if your provider has been in the headlines.

Press coverage may have created the impression that exit fees are the norm in the wealth management sector, but nothing could be further from the case, so don’t let misplaced fears hold you back from starting or upgrading an advisory relationship.

As might be expected, many of the investors coming to findaWEALTHMANAGER.com are dissatisfied with their current provider and seeking a better match – and you […]

Analogies can be very helpful in clarifying our thinking on complex subjects like managing wealth. If you are wondering whether you should upgrade from an […]

Most of us have switched banks many times in our lives. Some of us will even do it every six months to chase the latest […]