Research
Third of clients have switched wealth managers in last 24 months
One-third of investors have changed their wealth manager in the last two years, according to an annual survey undertaken by Compeer. The specialist in research services for wealth mangers said this level of investor switching amounted to an increase of 20 percentage points in the last three years. It also…
Continue Reading
Subscribe to unlock the full article and access premium financial content.
Click here to read the full story: Professional Adviser