The Story of Wealth Management

Saturday, December 20th, 2008  |  Industry Insights

In this article, Chris, CEO of Providend shares that banks are not the place to receive financial advice as their platform is flawed. They need to have a thorough understanding of their clients’ assets and liabilities, income and expenses and their goals in life. These are unlikely to be achieved through the half hour we spent at the bank. Read more in the article!