Traditional wealth management fees have come in for criticism recently, but investors need to appreciate both sides of the debate, argues Lee Goggin, Co-Founder of findaWEALTHMANAGER.com. Wealth management fees have been high on the media agenda. The rise of robo-advisers and DIY investment platforms have made cost-effective, entry-level investing a reality; there has also been […]
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Fund investors cannot become complacent and should recognise the restrictions and hidden risks associated with collectives, explains Lee Goggin, Co-Founder of findaWEALTHMANAGER.com It’s only human nature to want to reduce complex things to simplistic formulas and to try to fend off uncertainty with (reductionist) received wisdom. But often doing the “right” thing can lead to […]
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The rise of robo-advisors has helped many start investing, but those relying solely on automated systems need to remember the parallels presented by the medical world, explains Lee Goggin, Co-Founder of findaWEALTHMANAGER.com. The internet has democratised access to information and services hugely, empowering people in every area of their lives – including investing, by virtue […]
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Working out your net worth is a vital first step on the road to achieving your financial goals. You will often hear the term “high net worth individual” used in the world of wealth management to denote those who have wealth above a certain level – one that varies culturally but it is safe to […]
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