I thought I would share an article I co-authored with April Rudin and the CFA Institute. Originally published at https://blogs.cfainstitute.org/investor/2016/04/11/how-financial-advisers-can-appeal-to-nextgens/ Many thanks to April and the team at CFA Institute for the opportunity. David __________________________________ Financial advisers who fail to understand…
I don’t have a long post for you today, as I am very much in the midst of the annual “busy period” (is it still a “period” when it will last for ~6 months in a single stretch?). As all…
I recently had the pleasure of speaking with Devin Thorpe during a live interview on Forbes. Devin does an admirable job highlighting the issues in social impact and philanthropic, and brings together an exciting network of experts and social entrepreneurs on…
The Wealth Consultant welcomes April Rudin as the inaugural guest speaker for the blog and to get things kicked off for 2016. April has kindly offered to share her expert view on the challenges and opportunities of 2016 for the…
As we all gear up (or is it down?) for the New Year celebrations, I thought it would be worth a final 2015 word from The Wealth Consultant. It has been a successful 6 months with the launch of the…
Picture the scene. Mumbai. September 2015. There I was on my first trip to India’s financial capital, fresh from meeting a client and about 90 minutes into a two-hour drive (of only 40km, such is Mumbai traffic). As the car…
My posts are like buses. You wait for ages and then several come along at once! On September 15th I jetted off to Hong Kong to share the findings from our latest vintage from the wealth report program, the 2015…
Happy Halloween! How timely then to discuss a topic that keeps advisors and firms up at night. I don’t think many wealth execs would pay consultants like me to tell them that client expectations are increasingly demanding, and that not…
Not the longest or most insightful post I’ll ever make, but it has been and continues to be a very busy week so here is a short post to keep things moving! I’m sure you will let me off this…
I spoke last week about digital disruption in general, and came to the conclusion that if the industry responds as it needs to, then the opportunity is for a positive sum output. This week I want to reflect on the…