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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There is a perception, perhaps unjust, that the industry is opaque and expensive. As a result, wealth managers are preparing for the Financial Conduct Authority’s study into the fees levied on investors by the asset management industry, due to start in early 2016. However, Lee Goggin, co-founder of findaWEALTHMANAGER.com, refutes that notion saying: “Improved fee transparency […]
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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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Wealth management fees get a bad rap. Understand the value a good wealth manager can bring and put the fees under the microscope writes Wendy Spires. In these cost-conscious times, the issue of wealth management fees remains high on the agenda. Journalists eagerly jump on instances of what they consider to be poor value and […]
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