The first step to tackling these problems, is to look at how the ultra wealthy and sovereign wealth funds do it.. it’s a step-by-step process; from financial planning and asset allocation in line with the financial planning, to implementation and constant reviews whilst managing the emotional journey of wealth management. A great starting point would be to speak to a good financial advisor - it adds tremendous value.
🙈🙉🙊🐒💩
Roman Kurganov
7mo
The same issue I see any market. The best structure of win/win model is finding solution in which both client and adviser earn. In such case IFA has to work in this case. Many are used to sell what they sell.
Fabio Valentini
7mo
Everyone knows it, no one talks about it, congratulations for the transparency. Appreciate the work you and Bilal Abou-Diab, CFA are doing.
Fidan Gasim
7mo
Great visual of just how bad the landscape is, thanks for sharing
Great analogy; You'll never find a sovereign wealth fund paying 4% entry fees to get into a 2% product!
What noone wants to talk about. Everyone just looking the other way