I think it’s time for a change
Don’t let unfounded fears keep you from getting a wealth manager who will really work for you.
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Ten key points on performance benchmarks
A wealth manager can help you vastly improve your financial situation through using clever financial planning techniques to make tax savings, but most people will be looking to the professionals to maximise their investment returns. So, how do you tell which firm is likely to make you the most money? Although past performance is no […]
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A smart solution to wealth management: Inside findaWEALTHMANAGER.com
The leading marketing engine and pioneer of intelligent solutions for the financial services industry, findaWEALTHMANAGER.com, discusses how it has managed to thrive in an industry that usually is averse to innovation. Ye Olde wealth manager Wealth Management today is still as traditional as it was since the beginning. Worst it has largely become seemingly homogeneous. Ask anyone to tell […]
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How to find a wealth manager
Finding the right wealth manager for your profile and needs has never been easier – or faster – explains Lee Goggin, Co-founder of findaWEALTHMANAGER.com. Word-of-mouth recommendation is a time-honoured method of finding a wealth manager. But while affluent individuals have long been asking another professionals such as accountants or lawyers for a referral, or asking […]
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