Over the last couple of years, in the absence of stellar financial product performance, price has become the product differentiator of first choice for consumers seeking wealth management services. This has not served consumers or financial planners well. (Mind you, I...
Since emerging around a decade ago, the term ‘Wealth Management’ has become a sort of default moniker for a wide range of financial services and offerings, similar to ‘climate change’, ‘fat-reduced’, and ‘social networking’. The term has been used (and abused) by many...
