I've spent 25 years in PWM. Seeds of cultural change are best rooted in fertile foundations of character. 2018 Edleman Trust Barometer says 54% trust in financial services. As true for society at-large, no quantity of incentives, rules, and oversight will supersede a man's authentic desire and ability to put clients' interests first!
I've spent 25 years in PWM. Seeds of cultural change are best rooted in fertile foundations of character. 2018 Edleman Trust Barometer says 54% trust in financial services. As true for society at-large, no quantity of incentives, rules, and oversight will supersede a man's authentic desire and ability to put clients' interests first!