Helping wealth managers ensure client suitability

Steven Seow of Mercer

Jul 5, 2017

In a video interview, Steven Seow of Mercer explains some of the trends in client investment suitability, along with practical consequences for wealth managers and how the firm can help.

Jump to section:

1. What are some of the trends in client investment suitability?

2. Are there other practical consequences for wealth managers?

3. What does Mercer do in this space to help wealth management firms?

4. Should we increasingly take a portfolio approach given suitability requirements?

Video transcript

1. What are some of the trends in client investment suitability?

2. Are there other practical consequences for wealth managers?

3. What does Mercer do in this space to help wealth management firms?

4. Should we increasingly take a portfolio approach given suitability requirements?

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