wealthmanagement
We’re in a unique era for wealth management. Today, just about anyone can open an investment account and make trades from their own laptops. Investors have a wealth of information at their fingertips and some do-it-yourself investors have earned double-digit returns by concentrating a portfolio in tech stocks. It’s no surprise that we are often asked “Why do I need a financial advisor?” But there are many benefits to working with a financial advisor – not all of which are directly related to finances. Q4 2021 hedge fund letters, conferences and more A Financial Advisor's RoleFinancial advisors...
ValueWalk
Watermark Consulting research finds wealth management firms that lead in Customer Experience financially outperform those that lag by a more than 7-to-1 margin in shareholder return Q3 2021 hedge fund letters, conferences and more The Pivotal Role Of Customer Experience In Wealth Management MarketplaceHARTFORD, Conn. [Oct. 25, 2021] – A new study reveals the significant payoff (and penalties) associated with the quality of customer experience in today’s wealth management marketplace. Admired brands with strong consumer feedback ratings enjoyed an average total shareholder return that was more ...
ValueWalk
Research indicates many practitioners are bearish, but a commitment to Committed Beneficial Interest can bring new growth and opportunities for allQ2 2020 hedge fund letters, conferences and moreAs 2020 began, experts heralded the new season of wealth management as “the winds of change.” The irony is not lost on any of us.As the COVID-19 pandemic blazed through the U.S. and world like a mighty swath of destruction, the wealth management industry – and its client base – has been whipsawed into a level of volatility we’ve seldom seen.According to the 2020 Trends in Investing Survey by the Financ...
ValueWalk
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