Most wealth managers will say they rely heavily on the ‘touchy-feely’ aspects of their job to make the right investment decisions for their clients, whether that is assessing investor risk appetite or assessing a fund manager’s skill. So why are online-only propositions continuing to grow and would it be a good fit for your business?
Making online wealth management work for you
Most wealth managers will say they rely heavily on the ‘touchy-feely’ aspects of their job to make the right investment decisions for their clients, whether that is assessing investor risk appetite or assessing a fund manager’s skill. So why are online-only propositions continuing to grow and would it be a good fit for your business?