A recent study by the Boston Consulting Group looks at global trends in wealth management and changing investors’ needs. While some trends may reverse as economies and markets stabilize in the future, the authors observe two changes that are expected to be enduring. If you share an interest in these trends —simplicity and transparency in your investing and a better relationship with your advisor— listen here. A link to the study that I discuss here is provided here.
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When investors are making a decision to hire an investment manager, one of the criteria is usually investment performance. How does an investor know if the manager is truly gifted and able to repeat the experience of higher returns? We look to science to understand when we might have enough evidence to determine this. Listen here to find out how a 7 game hockey series can inform your decisions as an investor.
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