client relations
16 Posts
High-net-worth investors aren’t yet convinced that their investment managers are earning their keep. So said Scott Welch of Fortigent at the opening session of the Wealth Management 2013 conference in Boston today. “One of the few tangible things you can produce to prove you’re earning your fees is the performance report,” Welch said, adding that in his view, the current state of reporting is “shockingly bad.” Read more
3 CommentsSebastian Dovey explains the importance of a deeper understanding of the client, the implications of the digital revolution, the cross-cultural influences on client profile, and how these dynamics will shape the future of the wealth management industry. Read more
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Lauren Foster share her picks for some of the most interesting — and entertaining — recent articles and blog posts, in case you missed them. Read more
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Helping a client understand and articulate their own goals and their biggest fears, and then building a compatible investment strategy, is an enormous challenge and is likely to be different with every client. Read more
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Top posts from last month included articles on negative nominal yields, why managers “talk their book,” and lessons that prestige brands can teach private wealth managers. Read more
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We often hear the phrase “trusted adviser,” but is “trust” at the heart of the adviser-client relationship? Advisers only lose trust when they promise things they can’t control, according to Deena Katz, an associate professor in the Personal Financial Planning department at Texas Tech University. Read more
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