6 in 10 wealth managers rejecting smaller investors

Tuesday, 05 November 2019
Articles
Wealth managers are increasingly selective about clients

Nearly 6 in 10 wealth managers are turning away clients who fall below their minimum investment level with more adopting this strategy as costs rise and fees fall.

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Wealth managers ‘won’t survive’ unless they digitally innovate

Monday, 28 October 2019
Articles
Nucoro

New research has revealed just over half (55%) of wealth managers will survive if they do not digitally innovate.

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