Selecting the right wealth manager is a very important decision. A good choice results in financial security and long-term peace of mind. A mistake might mean impaired investment performance, higher levels of financial anxiety, unnecessary costs and the chore of finding a replacement. Until recently, it has been very difficult for people to compare different […]
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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 Independent Financial Advisor to a professional wealth management firm then this medical analogy might prove particularly apposite. You might think of IFAs as being like the personal physicians of days […]
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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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