Using jargon-free terminology we explain everything you need to know about wealth management. What types of wealth managers are there and how to tell them apart.
‘A change is as good as a rest’, the old saying goes. It’s true in every aspect of your life, but especially when it comes to your finances. If you’re not getting peak performance from your money, you could find it harder to achieve your future financial goals. If you invested a lump sum of […]
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The leading marketing engine and pioneer of intelligent solutions for the financial services industry, findaWEALTHMANAGER.com, discusses how it has managed to thrive in an industry that usually is averse to innovation. Ye Olde wealth manager Wealth Management today is still as traditional as it was since the beginning. Worst it has largely become seemingly homogeneous. Ask anyone to tell […]
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Women have made tremendous progress in the last fifty years, but there is still one topic that many still consider taboo: money. Thou shall not speak of money Compared to men, women remain far more reluctant to talk about their finances. This inaction not only undermines their investment and savings potential, but it could trigger […]
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From the CEO’s Desk is a monthly series, sharing thoughts on relevant issues, challenges, events, questions, and experiences impacting investors today. The worst question I received As a former wealth manager I remember one of the worst (but very common) question prospective clients ever asked me at the beginning was about investment performance: How much will you make me? […]
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