RIA of the Future: Rebuilding Your Firm Around Goals-Based Investing (Part 3 of 3)

Wealth management, as an industry, is slow to change. Perhaps some of that is justified – if clients are happy and continue to pay fees, why invest significant time and money in a whole new approach?

But clients are not happy, and we all know the business is changing. Fee compression and the long attrition of aging clients mean firms must open their eyes to tomorrow’s wealth management.

I believe that the theory underpinning goals-based investing (GBI) implies a way forward. [Keep reading at CityWire…]

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s