The future of wealth management
Wealth management will change and evolve in the coming decades, influencing how you receive financial advice. Future change will happen in part because the profile of investment clients will change. A 2014 Credit Suisse survey estimated half of the world’s population was under 30 years old. This group will shape the future. They will earn […]
DIY investors charged fees for advice not received
There is trouble brewing on how the investment industry collects mutual fund fees from some individual investors. Approximately $25 billion of mutual funds are owned by do-it-yourself (DIY) investors. These are investors who have decided to forgo professional financial advice and make their own investment decisions. Many do this to avoid paying fees to a […]
