30 Oct 2019
Five things your adviser should be doing
By Janice Roberts
The wealth industry is traditionally slow-moving. The pitfalls of knee-jerk investment decisions have moved wealth brands to believe that slow-moving, yet watchful modes of operating are more effective in the long run. However, the Fintech movement is challenging long-established beliefs, and instead of placing traditional custodians as the source of information, the movement seeks to...
