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 deal. But far fewer of us ever switch wealth manager, whether it be a financial advisor, private bank or investment manager. “It takes too long”. “It’s a hassle”. “I’ve known […]
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Do you dread seeing your wealth manager? Has your relationship been deteriorating for a while, but you don’t know if it’s time to say goodbye? There are three key signs it’s time to take definitive action and find a better wealth management relationship, explains Lee Goggin, Co-founder of Find a WEALTH MANAGER So, how do […]
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In a time of increased economic volatility and uncertainty, more Britons are beginning to view investment management as the one crucial component that will ensure financial stability and a sustained standard of living. But knowing you need to do something about your financial health, and doing it are still two very different things. As a […]
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From the CEO’s Desk is a monthly series written by findaWEALTHMANAGER.com, sharing with you his thoughts on relevant issues, challenges, events, questions, and experiences impacting investors today. Ouch. Not even a day into the New Year and we were already getting pummelled. In the first 13 days of the New Year, we saw major markets in the west […]
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