6 in 10 wealth managers rejecting smaller investors

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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MiFID II concerns top adviser’s list of headaches

Dealing with MiFID II continues to be a major challenge for financial advisers, according to polls among more than 1,000 delegates who attended recent industry tech conferences.

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