Nancy Graham CPA, CA, CIM, CFP, TEP

Portfolio Manager
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Are you interested in a simpler and more transparent investment relationship?

October 22, 2009 - 1 comment

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.




By: Nancy Graham with 1 comments.
  19/11/2009 6:31:15 PM
Richard van der Jagt
I listened and look forward to seeing the paper.
Have a good month

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