Choosing the right wealth management firm in an evolving market

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1. If you're a HNI client - how should you decide which wealth management firm is right for you?

2. Many firms manufacture their own products - is this better than being open architecture?

3. How do you balance the short term requirement to sell products while delivering long-term performance to your clients?

Video transcript

1. If you're a HNI client - how should you decide which wealth management firm is right for you?

2. Many firms manufacture their own products - is this better than being open architecture?

3. How do you balance the short term requirement to sell products while delivering long-term performance to your clients?

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