Wealth and Asset Management
David Esfandi: You never stop learning
Q: What is the biggest change you have seen in the industry since you joined Controversially, I think not enough has changed. Take technology – the industry is still in the dark ages, relatively speaking. Wealth managers are investing in technology but most are still playing catch-up. At Canaccord Genuity…
Continue Reading
Subscribe to unlock the full article and access premium financial content.
Click here to read the full story: Portfolio Adviser